2023 Form 5500 filing — Lyons Trading Company LLC 401(K) Profit Sharing Plan & 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 20241015143817NAL0030007857001) for Lyons Trading Company LLC 401(K) Profit Sharing Plan & Trust, reported by Lyons Trading Company LLC under EIN 04-3848762 and plan number 001. It reports 142 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)$870.4KReported net assets$870,400

Participants142

Provider compensation$3K2 Schedule C row(s)$3,048

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015143817NAL0030007857001
Plan sponsor: Lyons Trading Company LLC
EIN: 04-3848762
Plan number: 001
Location: St. Paul, MN
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)$870.4K total assets

Net assets$870.4KLiabilities$0

Money in vs. money out

Total income / additions$296.9K

Total expenses$460.4K

Benefits paid / distributions$451.3K

Contributions

Employer$27.8K

Participant$144.4K

Full reported line items

Total assets (EOY): $870,400
Total liabilities (EOY): $0
Net assets (EOY): $870,400
Employer contributions: $27,845
Participant contributions: $144,359
Total income / additions: $296,882
Benefits paid: $451,338
Administrative expenses: $9,018
Total expenses: $460,356
Net increase / (decrease): -$163,474

Schedule C

Reported service provider compensation

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

1
Ameritas Life Insurance Corp$2.7K
BUNDLED RECORDKEEPER · Direct $2.7K · Indirect $0
2
Mesirow Financial Investment Manage$324
3(38) FIDUCIARY · Direct $324

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015143817NAL0030007857001 cover?: It is the 2023 Form 5500 filing for Lyons Trading Company LLC 401(K) Profit Sharing Plan & Trust, reported by Lyons Trading Company LLC (EIN 04-3848762).
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).