Lyons & Company, Inc. Multiple Employer Plan — Form 5500 plan (Lyons & Company, 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, Lyons & Company, Inc. Multiple Employer Plan is a benefit plan reported by Lyons & Company, Inc. under EIN 20-4033514 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,589 participants and $71,909,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lyons & Company, Inc.
- EIN
- 20-4033514
- Plan number
- 001
- Plan type
- 3
- Location
- Gadsden, AL
- Latest filing year
- 2023
- Participants
- 4,589
- End-of-year plan assets
- $71,909,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,589 | H, C | 20241009100242NAL0018986545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,909,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,909,870
- Net assets (BOY)
- $59,969,467
Income & contributions
- Employer contributions
- $3,297,037
- Participant contributions
- $7,404,275
- Total contributions
- $11,619,545
- Total income / additions
- $21,486,416
Expenses & distributions
- Benefits paid
- $5,576,585
- Administrative expenses
- $672,534
- Total expenses
- $6,327,558
- Net increase / (decrease)
- $15,158,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $405,791 | not reported in the loaded dataset | 2023 |
| Mcdonald Financial Services, LLC | INVESTMENT ADVISOR | $98,431 | not reported in the loaded dataset | 2023 |
| Lyons & Company, Inc. | PLAN ADMINISTRATOR | $98,362 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Managment Corp | INVESTMENT MGMT | $69,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lyons & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Gadsden, AL
- Slavic Integrated Administration — Schedule C compensation
- Mcdonald Financial Services, LLC — Schedule C compensation
- Lyons & Company, Inc. — Schedule C compensation
- Slavic Mutual Fund Managment Corp — Schedule C compensation