2023 Form 5500 filing — Lgi Homes, Inc. 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 20241001085941NAL0011233872001) for Lgi Homes, Inc. 401(K) Plan, reported by Lgi Homes, Inc. under EIN 46-3088013 and plan number 001. It reports 1,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001085941NAL0011233872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lgi Homes, Inc.
- EIN
- 46-3088013
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 1,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,584,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,584,597
- Employer contributions
- $4,396,124
- Participant contributions
- $8,510,851
- Total income / additions
- $26,483,021
- Benefits paid
- $7,191,329
- Administrative expenses
- $159,356
- Total expenses
- $7,467,089
- Net increase / (decrease)
- $19,015,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $104,852 | $0 |
| Legacy Asset Management Inc | ADVISOR | $50,794 | not reported in the loaded dataset |