Lexipol Company Retirement Readiness 401(K) Plan — Form 5500 plan (Lexipol, 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, Lexipol Company Retirement Readiness 401(K) Plan is a benefit plan reported by Lexipol, LLC under EIN 71-0934113 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $21,562,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lexipol, LLC
EIN
71-0934113
Plan number
001
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
575
End-of-year plan assets
$21,562,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023575H, C20240731155211NAL0021842561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,562,469
Total liabilities (EOY)
$0
Net assets (EOY)
$21,562,469
Net assets (BOY)
$16,734,075

Income & contributions

Employer contributions
$1,017,538
Participant contributions
$3,115,256
Total contributions
$4,235,225
Total income / additions
$7,158,766

Expenses & distributions

Benefits paid
$2,309,018
Administrative expenses
$21,354
Total expenses
$2,330,372
Net increase / (decrease)
$4,828,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intellicents Investment SolutionSERVICE PROVIDER$0$38,1672023
Ascensus C/O FutureplanTPA$0$9,0612023

Related Form 5500 pages