Lsi Industries Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Lsi Industries 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, Lsi Industries Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Lsi Industries Inc. under EIN 31-0888951 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,671 participants and $85,063,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lsi Industries Inc.
- EIN
- 31-0888951
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 1,671
- End-of-year plan assets
- $85,063,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,671 | H, C | 20250414081259NAL0001563281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,063,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,063,278
- Net assets (BOY)
- $79,974,505
Income & contributions
- Employer contributions
- $1,359,250
- Participant contributions
- $5,118,906
- Total contributions
- $6,631,838
- Total income / additions
- $17,879,186
Expenses & distributions
- Benefits paid
- $12,514,102
- Administrative expenses
- $259,228
- Total expenses
- $12,790,413
- Net increase / (decrease)
- $5,088,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $90,985 | $0 | 2023 |
| Cassady Schiller Cpa | ACCOUNTANT | $77,140 | not reported in the loaded dataset | 2023 |
| Lsi Industries | OTHER | $31,228 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORY | $30,714 | $8 | 2023 |
| Principal Life Insurnace Company | CONTRACT ADMINISTRATOR | $18,015 | $0 | 2023 |
| Cassady Schiller & Associates Inc | OTHER | $10,250 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $896 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lsi Industries Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Cassady Schiller Cpa — Schedule C compensation
- Lsi Industries — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurnace Company — Schedule C compensation
- Cassady Schiller & Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation