Liro Group 401(K) Plan — Form 5500 plan (Liro Engineers, 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, Liro Group 401(K) Plan is a benefit plan reported by Liro Engineers, Inc. under EIN 13-1974950 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,251 participants and $148,920,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liro Engineers, Inc.
EIN
13-1974950
Plan number
001
Plan type
2
Location
Syosset, NY
Latest filing year
2023
Participants
1,251
End-of-year plan assets
$148,920,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,251H, C20241008140952NAL0008439763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,920,927
Total liabilities (EOY)
$0
Net assets (EOY)
$148,920,927
Net assets (BOY)
$128,464,355

Income & contributions

Employer contributions
$1,970,123
Participant contributions
$9,605,262
Total contributions
$14,552,267
Total income / additions
$35,088,799

Expenses & distributions

Benefits paid
$14,450,657
Administrative expenses
$181,570
Total expenses
$14,632,227
Net increase / (decrease)
$20,456,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$87,960$02023
Procyon Advisors LLCADVISOR$50,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$43,610not reported in the loaded dataset2023

Related Form 5500 pages