Plan5500

Lawton Group LLC 401(K) Plan — Form 5500 plan (Lawton Group 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, Lawton Group LLC 401(K) Plan is a benefit plan reported by Lawton Group LLC under EIN 20-2867124 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $2,806,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lawton Group LLC
EIN
20-2867124
Plan number
001
Plan type
2
Location
Mckinney, TX
Latest filing year
2023
Participants
165
End-of-year plan assets
$2,806,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241011093411NAL0021599217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,806,283
Net assets (EOY)
$2,806,283
Net assets (BOY)
$2,124,657

Income & contributions

Employer contributions
$161,181
Participant contributions
$306,600
Total contributions
$467,781
Total income / additions
$930,916

Expenses & distributions

Benefits paid
$225,090
Administrative expenses
$23,918
Total expenses
$249,290
Net increase / (decrease)
$681,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$16,968$02023
Mcbee & Co, PcACCOUNTANT$6,950$02023
Tbs Agency IncOTHER SERVICES$0$5,5692023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages