Lsq Group Holdings LLC 401(K) Plan — Form 5500 plan (Lsq Group Holdings, 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, Lsq Group Holdings LLC 401(K) Plan is a benefit plan reported by Lsq Group Holdings, LLC under EIN 47-3457416 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $13,519,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lsq Group Holdings, LLC
- EIN
- 47-3457416
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $13,519,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240808152533NAL0002899859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,519,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,519,518
- Net assets (BOY)
- $10,738,928
Income & contributions
- Employer contributions
- $731,749
- Participant contributions
- $1,352,393
- Total contributions
- $2,135,308
- Total income / additions
- $4,308,367
Expenses & distributions
- Benefits paid
- $1,479,964
- Administrative expenses
- $45,129
- Total expenses
- $1,527,777
- Net increase / (decrease)
- $2,780,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $37,340 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,769 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,020 | not reported in the loaded dataset | 2023 |
| Lsq Group Holdings LLC Dba Lsq Fund | OTHER | $1,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lsq Group Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Advus Financial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lsq Group Holdings LLC Dba Lsq Fund — Schedule C compensation