2023 Form 5500 filing — Ls3p 401(K) 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 20240923095833NAL0020165936002) for Ls3p 401(K) Plan, reported by Ls3p Associates Ltd. under EIN 57-0475651 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923095833NAL0020165936002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ls3p Associates Ltd.
- EIN
- 57-0475651
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,241,053
- Net assets (EOY)
- $59,241,053
- Employer contributions
- $896,045
- Participant contributions
- $3,418,929
- Total income / additions
- $15,985,998
- Benefits paid
- $4,337,309
- Administrative expenses
- $78,496
- Total expenses
- $4,415,887
- Net increase / (decrease)
- $11,570,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $64,982 | not reported in the loaded dataset |
| Sage Advisory Group | NONE | $13,514 | not reported in the loaded dataset |