2023 Form 5500 filing — The Lyons Companies 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 20241010151334NAL0041291138001) for The Lyons Companies 401(K) Plan, reported by The Lyons Companies under EIN 26-0645027 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,332,325
Participants198
Provider compensation$1.3K1 Schedule C row(s)$1,255
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010151334NAL0041291138001
Plan sponsor
The Lyons Companies
EIN
26-0645027
Plan number
002
Location
Lexington, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$557.4K
Total expenses$93.3K
Benefits paid / distributions$67.6K
Contributions
Employer$34.3K
Participant$344.1K
Full reported line items
Total assets (EOY)
$1,332,325
Net assets (EOY)
$1,332,325
Employer contributions
$34,251
Participant contributions
$344,120
Total income / additions
$557,397
Benefits paid
$67,561
Administrative expenses
$25,740
Total expenses
$93,301
Net increase / (decrease)
$464,096
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010151334NAL0041291138001 cover?
It is the 2023 Form 5500 filing for The Lyons Companies 401(K) Plan, reported by The Lyons Companies (EIN 26-0645027).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages