Lgi Homes, Inc. 401(K) Plan — Form 5500 plan (Lgi Homes, 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, Lgi Homes, Inc. 401(K) Plan is a benefit plan reported by Lgi Homes, Inc. under EIN 46-3088013 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,086 participants and $76,584,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lgi Homes, Inc.
EIN
46-3088013
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
1,086
End-of-year plan assets
$76,584,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,086H, C20241001085941NAL0011233872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,584,597
Total liabilities (EOY)
$0
Net assets (EOY)
$76,584,597
Net assets (BOY)
$57,568,665

Income & contributions

Employer contributions
$4,396,124
Participant contributions
$8,510,851
Total contributions
$13,564,879
Total income / additions
$26,483,021

Expenses & distributions

Benefits paid
$7,191,329
Administrative expenses
$159,356
Total expenses
$7,467,089
Net increase / (decrease)
$19,015,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$104,852$02023
Legacy Asset Management IncADVISOR$50,794not reported in the loaded dataset2023

Related Form 5500 pages