Plan5500

Lionel, LLC Retirement And Savings Plan — Form 5500 plan (Lionel, 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, Lionel, LLC Retirement And Savings Plan is a benefit plan reported by Lionel, LLC under EIN 13-3850060 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $7,107,089 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lionel, LLC
EIN
13-3850060
Plan number
001
Plan type
2
Location
Concord, NC
Latest filing year
2023
Participants
162
End-of-year plan assets
$7,107,089

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20250414102800NAL0000710851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,107,089
Total liabilities (EOY)
$0
Net assets (EOY)
$7,107,089
Net assets (BOY)
$6,357,732

Income & contributions

Employer contributions
$244,974
Participant contributions
$416,824
Total contributions
$672,868
Total income / additions
$1,539,067

Expenses & distributions

Benefits paid
$721,311
Administrative expenses
$47,070
Total expenses
$789,710
Net increase / (decrease)
$749,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$24,755$02023
Empower Advisory Group, LLCINVESTMENT MGMT$20,742not reported in the loaded dataset2023
Fifth Third BankINVESTMENT ADVISOR$10,679not reported in the loaded dataset2023

Related Form 5500 pages