Lx Hausys America, Inc. Savings Plan — Form 5500 plan (Lx Hausys America, 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, Lx Hausys America, Inc. Savings Plan is a benefit plan reported by Lx Hausys America, Inc. under EIN 22-2895551 and plan number 001. The latest loaded filing year is 2023. The filing reports 675 participants and $22,470,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lx Hausys America, Inc.
EIN
22-2895551
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
675
End-of-year plan assets
$22,470,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023675H, C20241014130855NAL0044589040001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,470,035
Net assets (EOY)
$22,470,035
Net assets (BOY)
$18,006,346

Income & contributions

Employer contributions
$1,081,719
Participant contributions
$1,881,842
Total contributions
$3,590,441
Total income / additions
$6,917,806

Expenses & distributions

Benefits paid
$2,264,515
Administrative expenses
$173,741
Total expenses
$2,454,117
Net increase / (decrease)
$4,463,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$93,008$02023
Morgan StanleyINVESTMENT ADVISORY$53,733not reported in the loaded dataset2023
Klichs LlpAUDIT$27,000not reported in the loaded dataset2023

Related Form 5500 pages