2023 Form 5500 filing — Lyons Magnus Employees' Retirement 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 20250316200902NAL0000491491001) for Lyons Magnus Employees' Retirement Savings Plan, reported by Lyons Magnus, LLC under EIN 82-2966358 and plan number 004. It reports 1,245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316200902NAL0000491491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lyons Magnus, LLC
- EIN
- 82-2966358
- Plan number
- 004
- Location
- Fresno, CA
- Participants
- 1,245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,650,979
- Total liabilities (EOY)
- $3,585
- Net assets (EOY)
- $49,647,394
- Employer contributions
- $1,421,975
- Participant contributions
- $3,534,298
- Total income / additions
- $12,442,052
- Benefits paid
- $10,595,937
- Administrative expenses
- $208,144
- Total expenses
- $10,848,969
- Net increase / (decrease)
- $1,593,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $180,078 | $0 |
| Carlson, Quinn & Associates | CONTRACT ADMIN | $35,377 | $36,742 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,656 | not reported in the loaded dataset |