The Lightstone Group, LLC 401(K) Plan — Form 5500 plan (The Lightstone Group, LLC)

Plain-English plan 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, The Lightstone Group, LLC 401(K) Plan is a benefit plan reported by The Lightstone Group, LLC under EIN 02-0641131 and plan number 001. The latest loaded filing year is 2023. The filing reports 931 participants and $32,851,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lightstone Group, LLC
EIN
02-0641131
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
931
End-of-year plan assets
$32,851,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023931H, C20241015101719NAL0048797936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,851,266
Total liabilities (EOY)
$0
Net assets (EOY)
$32,851,266
Net assets (BOY)
$25,088,547

Income & contributions

Employer contributions
$1,500,787
Participant contributions
$3,500,801
Total contributions
$5,960,449
Total income / additions
$10,815,990

Expenses & distributions

Benefits paid
$2,895,720
Administrative expenses
$150,383
Total expenses
$3,053,271
Net increase / (decrease)
$7,762,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regent Atlantic Capital LLCADVISOR$67,580not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$57,094$02023
Withumsmith BrownACCOUNTANT$25,709not reported in the loaded dataset2023

Related Form 5500 pages