Lyons & Company, Inc. Multiple Employer Plan — Form 5500 plan (Lyons & Company, 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, Lyons & Company, Inc. Multiple Employer Plan is a benefit plan reported by Lyons & Company, Inc. under EIN 20-4033514 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,589 participants and $71,909,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lyons & Company, Inc.
EIN
20-4033514
Plan number
001
Plan type
3
Location
Gadsden, AL
Latest filing year
2023
Participants
4,589
End-of-year plan assets
$71,909,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,589H, C20241009100242NAL0018986545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,909,870
Total liabilities (EOY)
$0
Net assets (EOY)
$71,909,870
Net assets (BOY)
$59,969,467

Income & contributions

Employer contributions
$3,297,037
Participant contributions
$7,404,275
Total contributions
$11,619,545
Total income / additions
$21,486,416

Expenses & distributions

Benefits paid
$5,576,585
Administrative expenses
$672,534
Total expenses
$6,327,558
Net increase / (decrease)
$15,158,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$405,791not reported in the loaded dataset2023
Mcdonald Financial Services, LLCINVESTMENT ADVISOR$98,431not reported in the loaded dataset2023
Lyons & Company, Inc.PLAN ADMINISTRATOR$98,362not reported in the loaded dataset2023
Slavic Mutual Fund Managment CorpINVESTMENT MGMT$69,950not reported in the loaded dataset2023

Related Form 5500 pages