Lighting Retrofit International, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Lighting Retrofit International,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, Lighting Retrofit International, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Lighting Retrofit International,LLC under EIN 80-0501760 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $10,178,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lighting Retrofit International,LLC
- EIN
- 80-0501760
- Plan number
- 001
- Plan type
- 2
- Location
- Gambrills, MD
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $10,178,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240926140125NAL0001374192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,178,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,178,884
- Net assets (BOY)
- $8,919,438
Income & contributions
- Employer contributions
- $388,704
- Participant contributions
- $925,580
- Total contributions
- $1,318,542
- Total income / additions
- $2,725,944
Expenses & distributions
- Benefits paid
- $1,409,996
- Administrative expenses
- $56,502
- Total expenses
- $1,466,498
- Net increase / (decrease)
- $1,259,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,980 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $22,987 | 2023 |
| The Mandmarblestone Group LLC | THIRD PARTY ADMINISTRATO | $16,904 | $4,789 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY PART | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lighting Retrofit International,LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Gambrills, MD
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC - Rpcp — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation