The Lia Group 401(K) Plan — Form 5500 plan (Lia Group, 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, The Lia Group 401(K) Plan is a benefit plan reported by Lia Group, Inc. under EIN 14-1787128 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,080 participants and $23,447,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lia Group, Inc.
- EIN
- 14-1787128
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 1,080
- End-of-year plan assets
- $23,447,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,080 | H, C | 20241008201411NAL0035001810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,447,853
- Total liabilities (EOY)
- $131
- Net assets (EOY)
- $23,447,722
- Net assets (BOY)
- $19,712,097
Income & contributions
- Employer contributions
- $477,457
- Participant contributions
- $2,731,063
- Total contributions
- $3,225,246
- Total income / additions
- $6,242,525
Expenses & distributions
- Benefits paid
- $2,296,783
- Administrative expenses
- $210,117
- Total expenses
- $2,506,900
- Net increase / (decrease)
- $3,735,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity | NONE | $102,650 | $0 | 2023 |
| Empire Advisory Group, LLC | NONE | $57,363 | not reported in the loaded dataset | 2023 |
| Lpl Financial, LLC | NONE | not reported in the loaded dataset | $50,097 | 2023 |
| Creative Pension Consultants, Inc. | NONE | $45,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lia Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Empower Life & Annuity — Schedule C compensation
- Empire Advisory Group, LLC — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Creative Pension Consultants, Inc. — Schedule C compensation