Lgi Services, LLC 403(B) Plan — Form 5500 plan (Lgi Services, 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, Lgi Services, LLC 403(B) Plan is a benefit plan reported by Lgi Services, LLC under EIN 46-4232802 and plan number 005. The latest loaded filing year is 2023. The filing reports 479 participants and $36,692,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lgi Services, LLC
EIN
46-4232802
Plan number
005
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
479
End-of-year plan assets
$36,692,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023479H, C20241015143119NAL0058139778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,692,865
Total liabilities (EOY)
$0
Net assets (EOY)
$36,692,865
Net assets (BOY)
$33,852,212

Income & contributions

Employer contributions
$902,025
Participant contributions
$1,101,899
Total contributions
$2,100,859
Total income / additions
$6,856,859

Expenses & distributions

Benefits paid
$3,869,742
Administrative expenses
$146,464
Total expenses
$4,016,206
Net increase / (decrease)
$2,840,653

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$77,582$02023
Morgan Stanley GlobalINVESTMENT ADVISORY$68,890not reported in the loaded dataset2023
Lgi ServicesOTHER SERVICES$0$17,0192023

Related Form 5500 pages