Loyal Source Government Services 401(A) 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(A) Plan is a benefit plan reported by Loyal Source Government Services, LLC under EIN 30-0564703 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,787 participants and $2,359,115 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,359,115
Participants3.8KCovered participants reported3,787
Assets / participant$623Computed: assets ÷ participants$623 (computed)
Provider compensation$25.1K4 Schedule C provider row(s)$25,078
- Plan sponsor
- Loyal Source Government Services, LLC
- EIN
- 30-0564703
- Plan number
- 002
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,787 | H, C | 20241009172215NAL0018825729001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,359,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,359,115
- Net assets (BOY)
- $2,271,233
Income & contributions
- Employer contributions
- $26,327
- Total contributions
- $26,327
- Total income / additions
- $388,257
Expenses & distributions
- Benefits paid
- $277,435
- Administrative expenses
- $22,940
- Total expenses
- $300,375
- Net increase / (decrease)
- $87,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,971 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $7,772 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $4,106 | $1,141 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $88 | 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
- Ubs Financial Services Inc — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation