Plan5500

Lionakis 401k Plan — Form 5500 plan (Lionakis)

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, Lionakis 401k Plan is a benefit plan reported by Lionakis under EIN 68-0397596 and plan number 003. The latest loaded filing year is 2023. The filing reports 272 participants and $44,926,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lionakis
EIN
68-0397596
Plan number
003
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
272
End-of-year plan assets
$44,926,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20240731164220NAL0014574099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,926,042
Total liabilities (EOY)
$0
Net assets (EOY)
$44,926,042
Net assets (BOY)
$37,834,301

Income & contributions

Employer contributions
$785,636
Participant contributions
$1,932,308
Total contributions
$2,854,683
Total income / additions
$8,837,707

Expenses & distributions

Benefits paid
$1,593,768
Administrative expenses
$152,198
Total expenses
$1,745,966
Net increase / (decrease)
$7,091,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$84,094not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$60,290$02023
Benefit Resources, IncCONTRACT ADMIN$10,421not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$6,226not reported in the loaded dataset2023

Related Form 5500 pages