Lhr Retirement Plan — Form 5500 plan (Lighthouse Resources 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, Lhr Retirement Plan is a benefit plan reported by Lighthouse Resources Inc. under EIN 27-3184713 and plan number 333. The latest loaded filing year is 2023. The filing reports 181 participants and $25,175,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lighthouse Resources Inc.
- EIN
- 27-3184713
- Plan number
- 333
- Plan type
- 3
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $25,175,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241011085737NAL0010746563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,175,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,175,971
- Net assets (BOY)
- $22,615,756
Income & contributions
- Employer contributions
- $557,132
- Participant contributions
- $1,165,134
- Total contributions
- $2,070,737
- Total income / additions
- $5,562,848
Expenses & distributions
- Benefits paid
- $2,911,789
- Administrative expenses
- $90,844
- Total expenses
- $3,002,633
- Net increase / (decrease)
- $2,560,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $37,886 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $28,008 | $0 | 2023 |
| United 401(K) Plans, Inc. | RECORDKEEPER | $6,513 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lighthouse Resources Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in South Jordan, UT
- Global Retirement Partners LLC — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- United 401(K) Plans, Inc. — Schedule C compensation