Horton Lees Brogden Lighting Design Inc. 401k Savings Plan — Form 5500 plan (Horton Lees Brogden Lighting Design 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, Horton Lees Brogden Lighting Design Inc. 401k Savings Plan is a benefit plan reported by Horton Lees Brogden Lighting Design Inc. under EIN 13-2671278 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $11,207,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horton Lees Brogden Lighting Design Inc.
- EIN
- 13-2671278
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $11,207,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241008092756NAL0017348817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,207,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,207,867
- Net assets (BOY)
- $8,329,011
Income & contributions
- Employer contributions
- $355,331
- Participant contributions
- $916,393
- Total contributions
- $1,663,975
- Total income / additions
- $3,274,953
Expenses & distributions
- Benefits paid
- $350,234
- Administrative expenses
- $45,863
- Total expenses
- $396,097
- Net increase / (decrease)
- $2,878,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Republic Investment Mgmt | INVESTMENT ADVISORY | $23,324 | $6 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $21,610 | $0 | 2023 |
| Concierge Retirement Services | CONTRACT ADMI NISTRATOR | $925 | $4,539 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Horton Lees Brogden Lighting Design Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- First Republic Investment Mgmt — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Concierge Retirement Services — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation