2023 Form 5500 filing — Lion Group, Inc. Profit Sharing Plan And Trust
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 20240926082750NAL0000239779001) for Lion Group, Inc. Profit Sharing Plan And Trust, reported by Lion Group, Inc. under EIN 47-1845529 and plan number 002. It reports 1,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926082750NAL0000239779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lion Group, Inc.
- EIN
- 47-1845529
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 1,068
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,987,304
- Total liabilities (EOY)
- $128,902
- Net assets (EOY)
- $33,858,402
- Employer contributions
- $642,663
- Participant contributions
- $2,464,748
- Total income / additions
- $8,238,606
- Benefits paid
- $3,508,599
- Administrative expenses
- $70,298
- Total expenses
- $3,578,897
- Net increase / (decrease)
- $4,659,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mgo One Seven LLC | ADVISOR | $50,157 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,399 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $10,396 | not reported in the loaded dataset |