Lda Management Company, Inc. 401(K) Plan — Form 5500 plan (Lda Management Company, 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, Lda Management Company, Inc. 401(K) Plan is a benefit plan reported by Lda Management Company, Inc. under EIN 45-5184524 and plan number 001. The latest loaded filing year is 2023. The filing reports 859 participants and $13,028,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lda Management Company, Inc.
- EIN
- 45-5184524
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 859
- End-of-year plan assets
- $13,028,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 859 | H, C | 20241015080505NAL0014223347002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,028,402
- Total liabilities (EOY)
- $23,879
- Net assets (EOY)
- $13,004,523
- Net assets (BOY)
- $13,200,347
Income & contributions
- Employer contributions
- $74,382
- Participant contributions
- $383,924
- Total contributions
- $475,187
- Total income / additions
- $2,122,495
Expenses & distributions
- Benefits paid
- $2,217,874
- Administrative expenses
- $100,445
- Total expenses
- $2,318,319
- Net increase / (decrease)
- -$195,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $87,812 | $0 | 2023 |
| Geneos Wealth Management Inc | BROKER/ADVISER | $0 | $32,309 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $4,097 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,820 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lda Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Geneos Wealth Management Inc — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation