2023 Form 5500 filing — Lsi Industries Inc. 401(K) Retirement 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 20250414081259NAL0001563281001) for Lsi Industries Inc. 401(K) Retirement Savings Plan, reported by Lsi Industries Inc. under EIN 31-0888951 and plan number 001. It reports 1,671 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)$85.1MReported net assets$85,063,278
Participants1.7K1,671
Provider compensation$259.2K7 Schedule C row(s)$259,236
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250414081259NAL0001563281001
- Plan sponsor
- Lsi Industries Inc.
- EIN
- 31-0888951
- Plan number
- 001
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
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)$85.1M total assets
Net assets$85.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $85,063,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,063,278
- Employer contributions
- $1,359,250
- Participant contributions
- $5,118,906
- Total income / additions
- $17,879,186
- Benefits paid
- $12,514,102
- Administrative expenses
- $259,228
- Total expenses
- $12,790,413
- Net increase / (decrease)
- $5,088,773
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $90,985 | $0 |
| Cassady Schiller Cpa | ACCOUNTANT | $77,140 | not reported in the loaded dataset |
| Lsi Industries | OTHER | $31,228 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $30,714 | $8 |
| Principal Life Insurnace Company | CONTRACT ADMINISTRATOR | $18,015 | $0 |
| Cassady Schiller & Associates Inc | OTHER | $10,250 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $896 | not reported in the loaded dataset |