Ls3p 401(K) Plan — Form 5500 plan (Ls3p Associates Ltd.)
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, Ls3p 401(K) Plan is a benefit plan reported by Ls3p Associates Ltd. under EIN 57-0475651 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $59,241,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ls3p Associates Ltd.
- EIN
- 57-0475651
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $59,241,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20240923095833NAL0020165936002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,241,053
- Net assets (EOY)
- $59,241,053
- Net assets (BOY)
- $47,670,942
Income & contributions
- Employer contributions
- $896,045
- Participant contributions
- $3,418,929
- Total contributions
- $6,062,834
- Total income / additions
- $15,985,998
Expenses & distributions
- Benefits paid
- $4,337,309
- Administrative expenses
- $78,496
- Total expenses
- $4,415,887
- Net increase / (decrease)
- $11,570,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $64,982 | not reported in the loaded dataset | 2023 |
| Sage Advisory Group | NONE | $13,514 | not reported in the loaded dataset | 2023 |