2023 Form 5500 filing — Lionel, LLC Retirement And 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 20250414102800NAL0000710851001) for Lionel, LLC Retirement And Savings Plan, reported by Lionel, LLC under EIN 13-3850060 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414102800NAL0000710851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lionel, LLC
- EIN
- 13-3850060
- Plan number
- 001
- Location
- Concord, NC
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,107,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,107,089
- Employer contributions
- $244,974
- Participant contributions
- $416,824
- Total income / additions
- $1,539,067
- Benefits paid
- $721,311
- Administrative expenses
- $47,070
- Total expenses
- $789,710
- Net increase / (decrease)
- $749,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,755 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,742 | not reported in the loaded dataset |
| Fifth Third Bank | INVESTMENT ADVISOR | $10,679 | not reported in the loaded dataset |