2023 Form 5500 filing — Liro Group 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 20241008140952NAL0008439763001) for Liro Group 401(K) Plan, reported by Liro Engineers, Inc. under EIN 13-1974950 and plan number 001. It reports 1,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140952NAL0008439763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liro Engineers, Inc.
- EIN
- 13-1974950
- Plan number
- 001
- Location
- Syosset, NY
- Participants
- 1,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,920,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,920,927
- Employer contributions
- $1,970,123
- Participant contributions
- $9,605,262
- Total income / additions
- $35,088,799
- Benefits paid
- $14,450,657
- Administrative expenses
- $181,570
- Total expenses
- $14,632,227
- Net increase / (decrease)
- $20,456,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $87,960 | $0 |
| Procyon Advisors LLC | ADVISOR | $50,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $43,610 | not reported in the loaded dataset |