2023 Form 5500 filing — The Lyles Group 401(K) Employee Stock Ownership 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 20241007191422NAL0028241680001) for The Lyles Group 401(K) Employee Stock Ownership Plan And Trust, reported by Lyles Diversified, Inc. under EIN 94-1050189 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007191422NAL0028241680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lyles Diversified, Inc.
- EIN
- 94-1050189
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,268,288
- Total liabilities (EOY)
- $1,529
- Net assets (EOY)
- $100,266,759
- Employer contributions
- $2,795,499
- Participant contributions
- $2,900,868
- Total income / additions
- $15,657,328
- Benefits paid
- $3,460,863
- Administrative expenses
- $138,619
- Total expenses
- $3,599,996
- Net increase / (decrease)
- $12,057,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $137,487 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $15,092 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |