The Lyles Group 401(K) Employee Stock Ownership Plan And Trust — Form 5500 plan (Lyles Diversified, 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, The Lyles Group 401(K) Employee Stock Ownership Plan And Trust is a benefit plan reported by Lyles Diversified, Inc. under EIN 94-1050189 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $100,268,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lyles Diversified, Inc.
- EIN
- 94-1050189
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $100,268,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241007191422NAL0028241680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,268,288
- Total liabilities (EOY)
- $1,529
- Net assets (EOY)
- $100,266,759
- Net assets (BOY)
- $88,209,427
Income & contributions
- Employer contributions
- $2,795,499
- Participant contributions
- $2,900,868
- Total contributions
- $6,654,497
- Total income / additions
- $15,657,328
Expenses & distributions
- Benefits paid
- $3,460,863
- Administrative expenses
- $138,619
- Total expenses
- $3,599,996
- Net increase / (decrease)
- $12,057,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,487 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $15,092 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lyles Diversified, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Principal Life Insurance Company — Schedule C compensation
- S B H U Life Agency Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation