The International Association Of Lions Clubs 401(K) Savings Plan — Form 5500 plan (The International Association Of Lions Clubs)
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, The International Association Of Lions Clubs 401(K) Savings Plan is a benefit plan reported by The International Association Of Lions Clubs under EIN 36-1263962 and plan number 004. The latest loaded filing year is 2023. The filing reports 446 participants and $44,748,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The International Association Of Lions Clubs
- EIN
- 36-1263962
- Plan number
- 004
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $44,748,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20240903152418NAL0019070577003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,748,958
- Net assets (EOY)
- $44,748,958
- Net assets (BOY)
- $36,843,337
Income & contributions
- Employer contributions
- $1,321,289
- Participant contributions
- $2,230,185
- Total contributions
- $4,583,544
- Total income / additions
- $10,953,866
Expenses & distributions
- Benefits paid
- $2,994,690
- Administrative expenses
- $53,555
- Total expenses
- $3,048,245
- Net increase / (decrease)
- $7,905,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $53,555 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |