Lpl Financial LLC Profit Sharing 401(K) Plan — Form 5500 plan (Lpl Financial 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, Lpl Financial LLC Profit Sharing 401(K) Plan is a benefit plan reported by Lpl Financial LLC under EIN 95-2834236 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,563 participants and $754,074,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lpl Financial LLC
- EIN
- 95-2834236
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Mill, SC
- Latest filing year
- 2023
- Participants
- 8,563
- End-of-year plan assets
- $754,074,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,563 | H, C | 20240812133847NAL0016230864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $754,074,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $754,074,616
- Net assets (BOY)
- $562,534,326
Income & contributions
- Employer contributions
- $33,180,230
- Participant contributions
- $66,853,667
- Total contributions
- $129,764,392
- Total income / additions
- $241,805,004
Expenses & distributions
- Benefits paid
- $49,110,095
- Administrative expenses
- $803,628
- Total expenses
- $50,264,714
- Net increase / (decrease)
- $191,540,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $507,656 | $0 | 2023 |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $307,144 | not reported in the loaded dataset | 2023 |
| Lavine Lofgren Morris & Engelberg L | AUDITOR | $26,900 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE | $1,575 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $900 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE | $275 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE | $20 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lpl Financial LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Fort Mill, SC
- Empower Annuity Insurance Company O — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Lavine Lofgren Morris & Engelberg L — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation