Loyal Source Government Services 401(K) Plan — Form 5500 plan (Loyal Source Government Services, 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, Loyal Source Government Services 401(K) Plan is a benefit plan reported by Loyal Source Government Services, LLC under EIN 30-0564703 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,857 participants and $14,664,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loyal Source Government Services, LLC
- EIN
- 30-0564703
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 3,857
- End-of-year plan assets
- $14,664,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,857 | H, C | 20241009172537NAL0018830097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,664,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,664,693
- Net assets (BOY)
- $9,746,461
Income & contributions
- Employer contributions
- $363,267
- Participant contributions
- $4,303,828
- Total contributions
- $5,400,322
- Total income / additions
- $7,293,890
Expenses & distributions
- Benefits paid
- $2,119,455
- Administrative expenses
- $139,903
- Total expenses
- $2,375,658
- Net increase / (decrease)
- $4,918,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,261 | $0 | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $40,770 | $5,492 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $39,586 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loyal Source Government Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation