2023 Form 5500 filing — The Lightstone Group, LLC 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 20241015101719NAL0048797936001) for The Lightstone Group, LLC 401(K) Plan, reported by The Lightstone Group, LLC under EIN 02-0641131 and plan number 001. It reports 931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101719NAL0048797936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lightstone Group, LLC
- EIN
- 02-0641131
- Plan number
- 001
- Location
- New York, NY
- Participants
- 931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,851,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,851,266
- Employer contributions
- $1,500,787
- Participant contributions
- $3,500,801
- Total income / additions
- $10,815,990
- Benefits paid
- $2,895,720
- Administrative expenses
- $150,383
- Total expenses
- $3,053,271
- Net increase / (decrease)
- $7,762,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regent Atlantic Capital LLC | ADVISOR | $67,580 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $57,094 | $0 |
| Withumsmith Brown | ACCOUNTANT | $25,709 | not reported in the loaded dataset |