Lyon Management Group, Inc. 401(K) Plan — Form 5500 plan (Lyon Management Group, 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, Lyon Management Group, Inc. 401(K) Plan is a benefit plan reported by Lyon Management Group, Inc. under EIN 33-0560238 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $19,270,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lyon Management Group, Inc.
- EIN
- 33-0560238
- Plan number
- 001
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $19,270,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241014145141NAL0015140163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,270,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,270,922
- Net assets (BOY)
- $16,600,838
Income & contributions
- Employer contributions
- $310,425
- Participant contributions
- $1,333,577
- Total contributions
- $1,654,757
- Total income / additions
- $4,484,110
Expenses & distributions
- Benefits paid
- $1,693,866
- Administrative expenses
- $117,809
- Total expenses
- $1,814,026
- Net increase / (decrease)
- $2,670,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,452 | not reported in the loaded dataset | 2023 |
| Lucas, Horsfall, Murphy & Pindroh | ACCOUNTANT/AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
| Lucas Horsfall | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lyon Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Fidelity Investments Institutional — Schedule C compensation
- Lucas, Horsfall, Murphy & Pindroh — Schedule C compensation
- Lucas Horsfall — Schedule C compensation