Lyon, LLC 401(K) Retirement Plan — Form 5500 plan (Lyon, 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, Lyon, LLC 401(K) Retirement Plan is a benefit plan reported by Lyon, LLC under EIN 36-4759807 and plan number 003. The latest loaded filing year is 2023. The filing reports 341 participants and $12,238,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lyon, LLC
EIN
36-4759807
Plan number
003
Plan type
2
Location
Montgomery, IL
Latest filing year
2023
Participants
341
End-of-year plan assets
$12,238,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20240919103701NAL0006007729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,238,258
Net assets (EOY)
$12,238,258
Net assets (BOY)
$10,738,618

Income & contributions

Employer contributions
$71,798
Participant contributions
$717,918
Total contributions
$838,329
Total income / additions
$2,826,703

Expenses & distributions

Benefits paid
$1,212,652
Administrative expenses
$100,614
Total expenses
$1,327,063
Net increase / (decrease)
$1,499,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$41,997$02023
Sageview Advisory Group, LLCADVISOR$30,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages