Lionheart Industrial Group LLC 401(K) Plan — Form 5500 plan (Lionheart Industrial Group, 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, Lionheart Industrial Group LLC 401(K) Plan is a benefit plan reported by Lionheart Industrial Group, LLC under EIN 30-0873984 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lionheart Industrial Group, LLC
- EIN
- 30-0873984
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20240729215132NAL0011468243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,721,395
Income & contributions
- Employer contributions
- $285,193
- Participant contributions
- $730,762
- Total contributions
- $1,122,617
- Total income / additions
- $2,649,674
Expenses & distributions
- Benefits paid
- $963,287
- Administrative expenses
- $79,124
- Total expenses
- $1,042,411
- Net increase / (decrease)
- $1,607,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,329 | $0 | 2023 |
| The Benefit Practice | THIRD PARTY ADMINISTRATO | $15,145 | $6,446 | 2023 |
| Kriescher Miller | AUDITOR OF 401(K) PLAN | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lionheart Industrial Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Kriescher Miller — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation