Plan5500

Lts Group, Inc. 401(K) Plan — Form 5500 plan (Lts Group, 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, Lts Group, Inc. 401(K) Plan is a benefit plan reported by Lts Group, Inc. under EIN 83-2449492 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $8,970,930 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lts Group, Inc.
EIN
83-2449492
Plan number
001
Plan type
2
Location
Mt. Laurel, NJ
Latest filing year
2023
Participants
181
End-of-year plan assets
$8,970,930

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241010094239NAL0033733424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,970,930
Total liabilities (EOY)
$0
Net assets (EOY)
$8,970,930
Net assets (BOY)
$6,845,055

Income & contributions

Employer contributions
$294,130
Participant contributions
$836,438
Total contributions
$1,130,568
Total income / additions
$2,406,466

Expenses & distributions

Benefits paid
$217,482
Administrative expenses
$27,286
Total expenses
$280,591
Net increase / (decrease)
$2,125,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$25,826$02023
Adp, Inc.RECORD KEEPER$1,460$02023

Related Form 5500 pages