2023 Form 5500 filing — Lyon, LLC 401(K) Retirement 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 20240919103701NAL0006007729001) for Lyon, LLC 401(K) Retirement Plan, reported by Lyon, LLC under EIN 36-4759807 and plan number 003. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919103701NAL0006007729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lyon, LLC
- EIN
- 36-4759807
- Plan number
- 003
- Location
- Montgomery, IL
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,238,258
- Net assets (EOY)
- $12,238,258
- Employer contributions
- $71,798
- Participant contributions
- $717,918
- Total income / additions
- $2,826,703
- Benefits paid
- $1,212,652
- Administrative expenses
- $100,614
- Total expenses
- $1,327,063
- Net increase / (decrease)
- $1,499,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $41,997 | $0 |
| Sageview Advisory Group, LLC | ADVISOR | $30,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |