2023 Form 5500 filing — Lyons Group 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 20241015131649NAL0014700579001) for Lyons Group 401(K) Plan, reported by Lyons Group Ltd. under EIN 04-2707878 and plan number 001. It reports 1,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,735,802
Participants1.5K1,502
Provider compensation$8.2K1 Schedule C row(s)$8,188
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015131649NAL0014700579001
Plan sponsor
Lyons Group Ltd.
EIN
04-2707878
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$439K
Benefits paid / distributions$423.5K
Contributions
Employer$163.7K
Participant$342.9K
Full reported line items
Total assets (EOY)
$6,735,802
Net assets (EOY)
$6,735,802
Employer contributions
$163,658
Participant contributions
$342,873
Total income / additions
$1,586,522
Benefits paid
$423,493
Administrative expenses
$8,188
Total expenses
$438,988
Net increase / (decrease)
$1,147,534
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $8.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131649NAL0014700579001 cover?
It is the 2023 Form 5500 filing for Lyons Group 401(K) Plan, reported by Lyons Group Ltd. (EIN 04-2707878).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages