Plan5500

Lisega, Inc. 401(K) Plan — Form 5500 plan (Lisega, Inc.)

Plain-English plan 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, Lisega, Inc. 401(K) Plan is a benefit plan reported by Lisega, Inc. under EIN 02-0409118 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $10,767,280 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lisega, Inc.
EIN
02-0409118
Plan number
001
Plan type
2
Location
Kodak, TN
Latest filing year
2023
Participants
158
End-of-year plan assets
$10,767,280

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240801095702NAL0023550865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,767,280
Total liabilities (EOY)
$0
Net assets (EOY)
$10,767,280
Net assets (BOY)
$9,070,846

Income & contributions

Employer contributions
$260,214
Participant contributions
$740,458
Total contributions
$1,000,672
Total income / additions
$2,361,909

Expenses & distributions

Benefits paid
$604,226
Administrative expenses
$61,249
Total expenses
$665,475
Net increase / (decrease)
$1,696,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyRECORDKEEPER$35,448$5,2642023
Rather & KittrellINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023
Tennessee Pension AdministratorsCONTRACT ADMIN$800not reported in the loaded dataset2023

Related Form 5500 pages