Lightbox Employer, L.L.C. Retirement Plan — Form 5500 plan (Lightbox Employer, L.L.C.)
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, Lightbox Employer, L.L.C. Retirement Plan is a benefit plan reported by Lightbox Employer, L.L.C. under EIN 82-5392395 and plan number 001. The latest loaded filing year is 2023. The filing reports 732 participants and $79,439,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lightbox Employer, L.L.C.
- EIN
- 82-5392395
- Plan number
- 001
- Plan type
- 2
- Location
- Shelton, CT
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $79,439,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241010124642NAL0020092033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,439,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,439,104
- Net assets (BOY)
- $65,304,942
Income & contributions
- Employer contributions
- $1,450,987
- Participant contributions
- $5,105,900
- Total contributions
- $8,389,824
- Total income / additions
- $22,118,966
Expenses & distributions
- Benefits paid
- $8,120,941
- Administrative expenses
- $139,496
- Total expenses
- $8,261,752
- Net increase / (decrease)
- $13,857,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $55,293 | $0 | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $40,086 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $30,620 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,498 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lightbox Employer, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Shelton, CT
- Fidelity Workplace Services LLC — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation