Lyons Magnus Employees' Retirement Savings Plan — Form 5500 plan (Lyons Magnus, 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, Lyons Magnus Employees' Retirement Savings Plan is a benefit plan reported by Lyons Magnus, LLC under EIN 82-2966358 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,245 participants and $49,650,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lyons Magnus, LLC
- EIN
- 82-2966358
- Plan number
- 004
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 1,245
- End-of-year plan assets
- $49,650,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,245 | H, C | 20250316200902NAL0000491491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,650,979
- Total liabilities (EOY)
- $3,585
- Net assets (EOY)
- $49,647,394
- Net assets (BOY)
- $48,054,311
Income & contributions
- Employer contributions
- $1,421,975
- Participant contributions
- $3,534,298
- Total contributions
- $5,142,458
- Total income / additions
- $12,442,052
Expenses & distributions
- Benefits paid
- $10,595,937
- Administrative expenses
- $208,144
- Total expenses
- $10,848,969
- Net increase / (decrease)
- $1,593,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $180,078 | $0 | 2023 |
| Carlson, Quinn & Associates | CONTRACT ADMIN | $35,377 | $36,742 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lyons Magnus, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Carlson, Quinn & Associates — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation