Plan5500

Lion Group, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Lion Group, 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, Lion Group, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Lion Group, Inc. under EIN 47-1845529 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,068 participants and $33,987,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lion Group, Inc.
EIN
47-1845529
Plan number
002
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
1,068
End-of-year plan assets
$33,987,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,068H, C20240926082750NAL0000239779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,987,304
Total liabilities (EOY)
$128,902
Net assets (EOY)
$33,858,402
Net assets (BOY)
$29,198,693

Income & contributions

Employer contributions
$642,663
Participant contributions
$2,464,748
Total contributions
$3,830,519
Total income / additions
$8,238,606

Expenses & distributions

Benefits paid
$3,508,599
Administrative expenses
$70,298
Total expenses
$3,578,897
Net increase / (decrease)
$4,659,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mgo One Seven LLCADVISOR$50,157not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,399$02023
Strategic Advisors, Inc.ADVISOR$10,396not reported in the loaded dataset2023

Related Form 5500 pages