The L&L Retirement Plan — Form 5500 plan (Lokal Homes, 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, The L&L Retirement Plan is a benefit plan reported by Lokal Homes, LLC under EIN 46-3071539 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,814,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lokal Homes, LLC
- EIN
- 46-3071539
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $5,814,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240909154532NAL0005678049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,814,389
- Total liabilities (EOY)
- $1,573
- Net assets (EOY)
- $5,812,816
- Net assets (BOY)
- $5,278,411
Income & contributions
- Employer contributions
- $274,998
- Participant contributions
- $628,499
- Total contributions
- $1,231,711
- Total income / additions
- $1,910,143
Expenses & distributions
- Benefits paid
- $1,278,970
- Administrative expenses
- $24,793
- Total expenses
- $1,375,738
- Net increase / (decrease)
- $534,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tsc 401k | CONTRACT ADMIN | $11,537 | not reported in the loaded dataset | 2023 |
| Hays Group Inc Dba Hays Companies | INVESTMENT ADVISOR | $10,080 | not reported in the loaded dataset | 2023 |
| Hays Financial Group LLC | INVESTMENT ADVISORY - PL | $4,540 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $2,060 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $1,365 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,199 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $349 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $89 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lokal Homes, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Tsc 401k — Schedule C compensation
- Hays Group Inc Dba Hays Companies — Schedule C compensation
- Hays Financial Group LLC — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation