Lsi Solutions Savings And Investment Plan — Form 5500 plan (Lsi Solutions)
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, Lsi Solutions Savings And Investment Plan is a benefit plan reported by Lsi Solutions under EIN 16-1300434 and plan number 001. The latest loaded filing year is 2023. The filing reports 519 participants and $37,012,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lsi Solutions
- EIN
- 16-1300434
- Plan number
- 001
- Plan type
- 2
- Location
- Victor, NY
- Latest filing year
- 2023
- Participants
- 519
- End-of-year plan assets
- $37,012,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 519 | H, C | 20241009112420NAL0010563283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,012,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,012,153
- Net assets (BOY)
- $27,287,706
Income & contributions
- Employer contributions
- $1,215,194
- Participant contributions
- $3,613,496
- Total contributions
- $5,833,938
- Total income / additions
- $12,505,836
Expenses & distributions
- Benefits paid
- $2,711,536
- Administrative expenses
- $69,853
- Total expenses
- $2,781,389
- Net increase / (decrease)
- $9,724,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $58,567 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,300 | $0 | 2023 |