Lyn Lad Group, Ltd 401k Plan — Form 5500 plan (Lyn Lad Group, Ltd)

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, Lyn Lad Group, Ltd 401k Plan is a benefit plan reported by Lyn Lad Group, Ltd under EIN 04-2741667 and plan number 003. The latest loaded filing year is 2023. The filing reports 143 participants and $9,135,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lyn Lad Group, Ltd
EIN
04-2741667
Plan number
003
Plan type
2
Location
Lynn, MA
Latest filing year
2023
Participants
143
End-of-year plan assets
$9,135,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20240910111818NAL0002943555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,135,791
Net assets (EOY)
$9,135,791
Net assets (BOY)
$9,153,574

Income & contributions

Employer contributions
$92,475
Participant contributions
$315,580
Total contributions
$408,055
Total income / additions
$1,874,510

Expenses & distributions

Benefits paid
$1,861,734
Administrative expenses
$30,559
Total expenses
$1,892,293
Net increase / (decrease)
-$17,783

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$30,559$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages