Lisi Companies 401(K) Plan — Form 5500 plan (Lisi Holding North America, 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, Lisi Companies 401(K) Plan is a benefit plan reported by Lisi Holding North America, Inc. under EIN 95-2891381 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,928 participants and $129,657,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lisi Holding North America, Inc.
- EIN
- 95-2891381
- Plan number
- 005
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 1,928
- End-of-year plan assets
- $129,657,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,928 | H, C | 20241008114200NAL0008299299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,657,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,657,697
- Net assets (BOY)
- $112,474,586
Income & contributions
- Employer contributions
- $3,675,389
- Participant contributions
- $7,629,948
- Total contributions
- $12,290,932
- Total income / additions
- $27,675,882
Expenses & distributions
- Benefits paid
- $10,265,162
- Administrative expenses
- $189,357
- Total expenses
- $10,492,771
- Net increase / (decrease)
- $17,183,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | NONE | $113,498 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $57,945 | $0 | 2023 |
| Servatius, O'Brien & Fong Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lisi Holding North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Servatius, O'Brien & Fong Llp — Schedule C compensation