Plan5500

Lor, Inc. 401(K) Plan — Form 5500 plan (Lor, 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, Lor, Inc. 401(K) Plan is a benefit plan reported by Lor, Inc. under EIN 58-1317627 and plan number 004. The latest loaded filing year is 2023. The filing reports 739 participants and $62,089,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lor, Inc.
EIN
58-1317627
Plan number
004
Plan type
3
Location
Atlanta, GA
Latest filing year
2023
Participants
739
End-of-year plan assets
$62,089,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023739H, C20241003135320NAL0010634785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,089,376
Total liabilities (EOY)
$0
Net assets (EOY)
$62,089,376
Net assets (BOY)
$50,690,422

Income & contributions

Employer contributions
$2,608,409
Participant contributions
$3,755,979
Total contributions
$6,561,057
Total income / additions
$15,058,238

Expenses & distributions

Benefits paid
$3,541,580
Administrative expenses
$117,704
Total expenses
$3,659,284
Net increase / (decrease)
$11,398,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$61,126$02023
Lpl Financial LLCADVISOR$37,500not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$19,078not reported in the loaded dataset2023

Related Form 5500 pages