2023 Form 5500 filing — Lyn Lad Group, Ltd 401k 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 20240910111818NAL0002943555001) for Lyn Lad Group, Ltd 401k Plan, reported by Lyn Lad Group, Ltd under EIN 04-2741667 and plan number 003. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.1MReported net assets$9,135,791

Participants143

Provider compensation$30.6K2 Schedule C row(s)$30,559

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240910111818NAL0002943555001
Plan sponsor: Lyn Lad Group, Ltd
EIN: 04-2741667
Plan number: 003
Location: Lynn, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.1M total assets

Net assets$9.1MLiabilities—

Money in vs. money out

Total income / additions$1.9M

Total expenses$1.9M

Benefits paid / distributions$1.9M

Contributions

Employer$92.5K

Participant$315.6K

Full reported line items

Total assets (EOY): $9,135,791
Net assets (EOY): $9,135,791
Employer contributions: $92,475
Participant contributions: $315,580
Total income / additions: $1,874,510
Benefits paid: $1,861,734
Administrative expenses: $30,559
Total expenses: $1,892,293
Net increase / (decrease): -$17,783

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$30.6K
RECORD KEEPER · Direct $30.6K · Indirect $0
2
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910111818NAL0002943555001 cover?: It is the 2023 Form 5500 filing for Lyn Lad Group, Ltd 401k Plan, reported by Lyn Lad Group, Ltd (EIN 04-2741667).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).