2023 Form 5500 filing — Llns 401(K) Savings 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 20241010182959NAL0035017488001) for Llns 401(K) Savings Plan, reported by Lawrence Livermore National Security LLC under EIN 20-5624386 and plan number 002. It reports 2,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010182959NAL0035017488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lawrence Livermore National Security LLC
- EIN
- 20-5624386
- Plan number
- 002
- Location
- Livermore, CA
- Participants
- 2,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $570,597,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $570,597,060
- Employer contributions
- $0
- Participant contributions
- $22,001,505
- Total income / additions
- $111,645,316
- Benefits paid
- $43,655,690
- Administrative expenses
- $183,574
- Total expenses
- $43,879,785
- Net increase / (decrease)
- $67,765,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $84,996 | not reported in the loaded dataset |
| Moss Adams | ACCOUNTANT/AUDITOR | $28,000 | not reported in the loaded dataset |
| Bny Mellon Asset Servicing | TRUSTEE | $18,614 | not reported in the loaded dataset |
| Aon Risk Servicing Ins | FIDUCIARY INSURANCE | $17,725 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISOR | $13,190 | not reported in the loaded dataset |
| Alston & Bird | ATTORNEY/LEGAL | $3,601 | not reported in the loaded dataset |