2023 Form 5500 filing — The Lia 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 20241008201411NAL0035001810001) for The Lia Group 401(K) Plan, reported by Lia Group, Inc. under EIN 14-1787128 and plan number 002. It reports 1,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008201411NAL0035001810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lia Group, Inc.
- EIN
- 14-1787128
- Plan number
- 002
- Location
- Albany, NY
- Participants
- 1,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,447,853
- Total liabilities (EOY)
- $131
- Net assets (EOY)
- $23,447,722
- Employer contributions
- $477,457
- Participant contributions
- $2,731,063
- Total income / additions
- $6,242,525
- Benefits paid
- $2,296,783
- Administrative expenses
- $210,117
- Total expenses
- $2,506,900
- Net increase / (decrease)
- $3,735,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity | NONE | $102,650 | $0 |
| Empire Advisory Group, LLC | NONE | $57,363 | not reported in the loaded dataset |
| Lpl Financial, LLC | NONE | not reported in the loaded dataset | $50,097 |
| Creative Pension Consultants, Inc. | NONE | $45,713 | not reported in the loaded dataset |