Lightning Ventures, Inc. 401(K) Savings Plan — Form 5500 plan (Lightning Ventures, 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, Lightning Ventures, Inc. 401(K) Savings Plan is a benefit plan reported by Lightning Ventures, Inc. under EIN 84-0962254 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $8,797,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lightning Ventures, Inc.
- EIN
- 84-0962254
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $8,797,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241009142554NAL0031559312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,797,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,797,517
- Net assets (BOY)
- $8,150,844
Income & contributions
- Employer contributions
- $352,302
- Participant contributions
- $480,111
- Total contributions
- $836,829
- Total income / additions
- $2,037,179
Expenses & distributions
- Benefits paid
- $1,328,957
- Administrative expenses
- $50,148
- Total expenses
- $1,390,506
- Net increase / (decrease)
- $646,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $44,334 | $0 | 2023 |
| Ima Wealth, Inc. | BROKER/ADVISER | $0 | $17,143 | 2023 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $2,898 | $7,886 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lightning Ventures, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ima Wealth, Inc. — Schedule C compensation
- Ascensus Holdings Inc. Dba Futurepl — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation