Light Sources, Inc.401(K) Plan — Form 5500 plan (Light Sources, 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, Light Sources, Inc.401(K) Plan is a benefit plan reported by Light Sources, Inc. under EIN 06-1074620 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $25,861,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Light Sources, Inc.
EIN
06-1074620
Plan number
001
Plan type
2
Location
Orange, CT
Latest filing year
2023
Participants
237
End-of-year plan assets
$25,861,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241010144602NAL0010150787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,861,043
Total liabilities (EOY)
$0
Net assets (EOY)
$25,861,043
Net assets (BOY)
$24,481,876

Income & contributions

Employer contributions
$559,905
Participant contributions
$735,411
Total contributions
$1,295,316
Total income / additions
$4,707,353

Expenses & distributions

Benefits paid
$3,180,953
Administrative expenses
$147,233
Total expenses
$3,328,186
Net increase / (decrease)
$1,379,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Procyon Advisors, LLCINVESTMENT/FINANCIAL ADV$100,000$02023
Adp, Inc.RECORD KEEPER$28,844not reported in the loaded dataset2023
Magii Pension Services LLCACCOUNTANT$18,389$02023

Related Form 5500 pages