Lpi, Inc. 401(K) Plan — Form 5500 plan (Lpi, 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, Lpi, Inc. 401(K) Plan is a benefit plan reported by Lpi, Inc. under EIN 45-2736824 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $3,051,806 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lpi, Inc.
EIN
45-2736824
Plan number
001
Plan type
2
Location
Johnson City, TN
Latest filing year
2023
Participants
414
End-of-year plan assets
$3,051,806

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20250225162439NAL0007278131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,051,806
Total liabilities (EOY)
$76,710
Net assets (EOY)
$2,975,096
Net assets (BOY)
$2,253,580

Income & contributions

Employer contributions
$181,688
Participant contributions
$473,868
Total contributions
$727,822
Total income / additions
$1,150,781

Expenses & distributions

Benefits paid
$404,541
Administrative expenses
$19,940
Total expenses
$429,265
Net increase / (decrease)
$721,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$16,653$02023
My Benefits, LLCTPA$3,275not reported in the loaded dataset2023

Related Form 5500 pages