Plan5500

2023 Form 5500 filing — Lsi Industries Inc. 401(K) 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 20250414081259NAL0001563281001) for Lsi Industries Inc. 401(K) Retirement Savings Plan, reported by Lsi Industries Inc. under EIN 31-0888951 and plan number 001. It reports 1,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250414081259NAL0001563281001
Filing year
2023
Form type
2
Plan sponsor
Lsi Industries Inc.
EIN
31-0888951
Plan number
001
Location
Cincinnati, OH
Participants
1,671
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$85,063,278
Total liabilities (EOY)
$0
Net assets (EOY)
$85,063,278
Employer contributions
$1,359,250
Participant contributions
$5,118,906
Total income / additions
$17,879,186
Benefits paid
$12,514,102
Administrative expenses
$259,228
Total expenses
$12,790,413
Net increase / (decrease)
$5,088,773
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$90,985$0
Cassady Schiller CpaACCOUNTANT$77,140not reported in the loaded dataset
Lsi IndustriesOTHER$31,228not reported in the loaded dataset
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISORY$30,714$8
Principal Life Insurnace CompanyCONTRACT ADMINISTRATOR$18,015$0
Cassady Schiller & Associates IncOTHER$10,250not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$896not reported in the loaded dataset

Related Form 5500 pages