2023 Form 5500 filing — The Architect 401(K) Plan - Lexington Square 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 20241015161543NAL0030309297001) for The Architect 401(K) Plan - Lexington Square 401(K) Plan, reported by Lexington Square, LLC under EIN 20-0473448 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161543NAL0030309297001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lexington Square, LLC
- EIN
- 20-0473448
- Plan number
- 001
- Location
- Keokuk, IA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,054,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,054,160
- Employer contributions
- $77,130
- Participant contributions
- $97,213
- Total income / additions
- $316,801
- Benefits paid
- $145,926
- Administrative expenses
- $10,641
- Total expenses
- $156,567
- Net increase / (decrease)
- $160,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $6,345 | $0 |
| Nielsen Ginancial Management LLC | INVESTMENT ADVISOR | $4,203 | not reported in the loaded dataset |
| The Finway Group, LLC | CONTRACT ADMIN | $2,365 | $441 |
| Pensionmark Financial Group LLC | OTHER | $420 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $276 | not reported in the loaded dataset |