2023 Form 5500 filing — Lexicon 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 20241015150208NAL0016697635001) for Lexicon 401(K) Plan, reported by Lexicon Management Group, Inc. under EIN 35-2429358 and plan number 001. It reports 2,568 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)$71MReported net assets$70,968,528
Participants2.6K2,568
Provider compensation$61K1 Schedule C row(s)$61,023
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150208NAL0016697635001
Plan sponsor
Lexicon Management Group, Inc.
EIN
35-2429358
Plan number
001
Location
Little Rock, AR
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)$71M total assets
Net assets$71MLiabilities$0
Money in vs. money out
Total income / additions$17.6M
Total expenses$4.3M
Benefits paid / distributions$4.2M
Contributions
Employer$2.6M
Participant$4.8M
Full reported line items
Total assets (EOY)
$70,968,528
Total liabilities (EOY)
$0
Net assets (EOY)
$70,968,528
Employer contributions
$2,616,164
Participant contributions
$4,843,624
Total income / additions
$17,608,836
Benefits paid
$4,235,142
Administrative expenses
$61,023
Total expenses
$4,297,765
Net increase / (decrease)
$13,311,071
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY PLAN SPONSOR · Direct $61K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150208NAL0016697635001 cover?
It is the 2023 Form 5500 filing for Lexicon 401(K) Plan, reported by Lexicon Management Group, Inc. (EIN 35-2429358).
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