Lrk Inc. 401(K) Plan — Form 5500 plan (Lrk 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, Lrk Inc. 401(K) Plan is a benefit plan reported by Lrk Inc. under EIN 27-2257638 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $22,340,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lrk Inc.
- EIN
- 27-2257638
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $22,340,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241009155525NAL0038363426001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,340,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,340,619
- Net assets (BOY)
- $18,693,932
Income & contributions
- Employer contributions
- $792,594
- Participant contributions
- $1,091,353
- Total contributions
- $1,893,202
- Total income / additions
- $5,010,970
Expenses & distributions
- Benefits paid
- $1,272,466
- Administrative expenses
- $84,019
- Total expenses
- $1,364,283
- Net increase / (decrease)
- $3,646,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B. Riley Wealth Management | INVESTMENT ADVISOR | $59,344 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $969 | not reported in the loaded dataset | 2023 |