2023 Form 5500 filing — Lda Management Company, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015080505NAL0014223347002) for Lda Management Company, Inc. 401(K) Plan, reported by Lda Management Company, Inc. under EIN 45-5184524 and plan number 001. It reports 859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080505NAL0014223347002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lda Management Company, Inc.
- EIN
- 45-5184524
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,028,402
- Total liabilities (EOY)
- $23,879
- Net assets (EOY)
- $13,004,523
- Employer contributions
- $74,382
- Participant contributions
- $383,924
- Total income / additions
- $2,122,495
- Benefits paid
- $2,217,874
- Administrative expenses
- $100,445
- Total expenses
- $2,318,319
- Net increase / (decrease)
- -$195,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $87,812 | $0 |
| Geneos Wealth Management Inc | BROKER/ADVISER | $0 | $32,309 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $4,097 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,820 | $0 |