Lexington Home Brands Savings And Retirement Plan — Form 5500 plan (Lexington Home Brands)
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, Lexington Home Brands Savings And Retirement Plan is a benefit plan reported by Lexington Home Brands under EIN 56-0201940 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $20,880,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lexington Home Brands
- EIN
- 56-0201940
- Plan number
- 001
- Plan type
- 2
- Location
- Thomasville, NC
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $20,880,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20240906135739NAL0000731667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,880,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,880,301
- Net assets (BOY)
- $18,680,668
Income & contributions
- Employer contributions
- $154,646
- Participant contributions
- $1,182,957
- Total contributions
- $1,355,098
- Total income / additions
- $4,071,188
Expenses & distributions
- Benefits paid
- $1,772,473
- Administrative expenses
- $40,733
- Total expenses
- $1,871,555
- Net increase / (decrease)
- $2,199,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,738 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $14,995 | not reported in the loaded dataset | 2023 |