2023 Form 5500 filing — Lifetime Brands, Inc. 401(K) Savings 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 20241015212634NAL0058248002001) for Lifetime Brands, Inc. 401(K) Savings Plan, reported by Lifetime Brands, Inc. under EIN 11-2682486 and plan number 002. It reports 1,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212634NAL0058248002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifetime Brands, Inc.
- EIN
- 11-2682486
- Plan number
- 002
- Location
- Garden City, NY
- Participants
- 1,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,184,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,184,242
- Participant contributions
- $5,420,409
- Total income / additions
- $18,420,629
- Benefits paid
- $5,474,564
- Administrative expenses
- $173,867
- Total expenses
- $5,649,063
- Net increase / (decrease)
- $12,771,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $128,888 | $0 |
| Raymond James & Associates Inc | INVESTMENT ADVISORY | $44,979 | $21 |