Lifetime Brands, Inc. 401(K) Savings Plan — Form 5500 plan (Lifetime Brands, Inc.)

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, Lifetime Brands, Inc. 401(K) Savings Plan is a benefit plan reported by Lifetime Brands, Inc. under EIN 11-2682486 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,109 participants and $82,184,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifetime Brands, Inc.
EIN
11-2682486
Plan number
002
Plan type
2
Location
Garden City, NY
Latest filing year
2023
Participants
1,109
End-of-year plan assets
$82,184,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,109H, C20241015212634NAL0058248002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,184,242
Total liabilities (EOY)
$0
Net assets (EOY)
$82,184,242
Net assets (BOY)
$69,412,676

Income & contributions

Participant contributions
$5,420,409
Total contributions
$6,141,090
Total income / additions
$18,420,629

Expenses & distributions

Benefits paid
$5,474,564
Administrative expenses
$173,867
Total expenses
$5,649,063
Net increase / (decrease)
$12,771,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$128,888$02023
Raymond James & Associates IncINVESTMENT ADVISORY$44,979$212023

Related Form 5500 pages