Llr Management, Lp 401(K) Retirement Plan — Form 5500 plan (Llr Management, Lp)

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, Llr Management, Lp 401(K) Retirement Plan is a benefit plan reported by Llr Management, Lp under EIN 23-3016072 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $20,580,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Llr Management, Lp
EIN
23-3016072
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
188
End-of-year plan assets
$20,580,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241011151007NAL0011087059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,580,023
Total liabilities (EOY)
$0
Net assets (EOY)
$20,580,023
Net assets (BOY)
$14,837,388

Income & contributions

Employer contributions
$542,947
Participant contributions
$1,932,690
Total contributions
$3,407,756
Total income / additions
$6,185,508

Expenses & distributions

Benefits paid
$379,714
Administrative expenses
$56,404
Total expenses
$442,873
Net increase / (decrease)
$5,742,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Profession Capital Services, LLCCONTRACT ADMINISTRATOR$39,861not reported in the loaded dataset2023
Newsquare Capital, LLCINVESTMENT ADVISORY$16,543not reported in the loaded dataset2023

Related Form 5500 pages