Liscr, LLC 401(K) Retirement Plan — Form 5500 plan (Liscr, 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, Liscr, LLC 401(K) Retirement Plan is a benefit plan reported by Liscr, LLC under EIN 52-2138904 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $11,370,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liscr, LLC
EIN
52-2138904
Plan number
001
Plan type
2
Location
Dulles, VA
Latest filing year
2023
Participants
166
End-of-year plan assets
$11,370,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241009180239NAL0009447411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,370,568
Total liabilities (EOY)
$0
Net assets (EOY)
$11,370,568
Net assets (BOY)
$9,144,852

Income & contributions

Employer contributions
$601
Participant contributions
$1,179,747
Total contributions
$1,180,348
Total income / additions
$3,249,119

Expenses & distributions

Benefits paid
$966,187
Administrative expenses
$55,117
Total expenses
$1,023,403
Net increase / (decrease)
$2,225,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,977$02023
Kestra Investment Services LLCADVISOR$22,140not reported in the loaded dataset2023

Related Form 5500 pages