Lolly Therapeutics LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lolly Therapeutics LLC (EIN 46-4687452) is a plan sponsor located in Mooresville, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-4687452
Location
Mooresville, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lolly Therapeutics LLC

  • 1 loaded plans hold $982K in reported assets.
  • The largest, Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 98 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$982KSummed across loaded plans$981,973
Total reported assets$982K$981,973
Total reported participants98
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$982K total assets
Net assets$982KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$224.4K
Total income / additions$372.4K
Expenses & distributions
Benefits paid / distributions$173.6K
Total expenses$176.8K
Net increase / (decrease)$195.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust
Participants per plan98Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lolly Therapeutics LLC. Open one for its full reported snapshot.

  1. 2023
    Pediatric Advanced Therapy 401(K) Profit Sharing Plan And Trust98 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lolly Therapeutics LLC report on Form 5500?
Lolly Therapeutics LLC (EIN 46-4687452) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lolly Therapeutics LLC?
The Employer Identification Number (EIN) reported for Lolly Therapeutics LLC is 46-4687452.
What is the latest Form 5500 filing year for Lolly Therapeutics LLC?
The latest loaded Form 5500 filing year for Lolly Therapeutics LLC is 2023.

Related Form 5500 pages