2023 Form 5500 filing — The International Association Of Lions Clubs 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903152418NAL0019070577003) for The International Association Of Lions Clubs 401(K) Savings Plan, reported by The International Association Of Lions Clubs under EIN 36-1263962 and plan number 004. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903152418NAL0019070577003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The International Association Of Lions Clubs
- EIN
- 36-1263962
- Plan number
- 004
- Location
- Oak Brook, IL
- Participants
- 446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,748,958
- Net assets (EOY)
- $44,748,958
- Employer contributions
- $1,321,289
- Participant contributions
- $2,230,185
- Total income / additions
- $10,953,866
- Benefits paid
- $2,994,690
- Administrative expenses
- $53,555
- Total expenses
- $3,048,245
- Net increase / (decrease)
- $7,905,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $53,555 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |