Lily Transportation Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Lily Transportation Corp.)

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, Lily Transportation Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Lily Transportation Corp. under EIN 04-2783881 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,381 participants and $26,413,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lily Transportation Corp.
EIN
04-2783881
Plan number
001
Plan type
2
Location
Needham, MA
Latest filing year
2023
Participants
1,381
End-of-year plan assets
$26,413,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,381H, C20241014162730NAL0027857217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,413,207
Total liabilities (EOY)
$0
Net assets (EOY)
$26,413,207
Net assets (BOY)
$21,447,363

Income & contributions

Employer contributions
$1,105,586
Participant contributions
$3,474,927
Total contributions
$5,019,191
Total income / additions
$9,079,275

Expenses & distributions

Benefits paid
$4,039,814
Administrative expenses
$61,945
Total expenses
$4,113,431
Net increase / (decrease)
$4,965,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
William Blair & Co.ADVISOR$53,788not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,157not reported in the loaded dataset2023

Related Form 5500 pages