2023 Form 5500 filing — Lgi Services, LLC 403(B) 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 20241015143119NAL0058139778001) for Lgi Services, LLC 403(B) Plan, reported by Lgi Services, LLC under EIN 46-4232802 and plan number 005. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143119NAL0058139778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lgi Services, LLC
- EIN
- 46-4232802
- Plan number
- 005
- Location
- New York, NY
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,692,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,692,865
- Employer contributions
- $902,025
- Participant contributions
- $1,101,899
- Total income / additions
- $6,856,859
- Benefits paid
- $3,869,742
- Administrative expenses
- $146,464
- Total expenses
- $4,016,206
- Net increase / (decrease)
- $2,840,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $77,582 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $68,890 | not reported in the loaded dataset |
| Lgi Services | OTHER SERVICES | $0 | $17,019 |