The Architect 401(K) Plan - Lexington Square 401(K) Plan — Form 5500 plan (Lexington Square, LLC)
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 Architect 401(K) Plan - Lexington Square 401(K) Plan is a benefit plan reported by Lexington Square, LLC under EIN 20-0473448 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $1,054,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lexington Square, LLC
- EIN
- 20-0473448
- Plan number
- 001
- Plan type
- 3
- Location
- Keokuk, IA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $1,054,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015161543NAL0030309297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,054,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,054,160
- Net assets (BOY)
- $893,926
Income & contributions
- Employer contributions
- $77,130
- Participant contributions
- $97,213
- Total contributions
- $174,343
- Total income / additions
- $316,801
Expenses & distributions
- Benefits paid
- $145,926
- Administrative expenses
- $10,641
- Total expenses
- $156,567
- Net increase / (decrease)
- $160,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $6,345 | $0 | 2023 |
| Nielsen Ginancial Management LLC | INVESTMENT ADVISOR | $4,203 | not reported in the loaded dataset | 2023 |
| The Finway Group, LLC | CONTRACT ADMIN | $2,365 | $441 | 2023 |
| Pensionmark Financial Group LLC | OTHER | $420 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $276 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lexington Square, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Keokuk, IA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Nielsen Ginancial Management LLC — Schedule C compensation
- The Finway Group, LLC — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation