Plan5500

Lz Technology, Inc. 401(K) Plan — Form 5500 plan (Lz Technology, 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, Lz Technology, Inc. 401(K) Plan is a benefit plan reported by Lz Technology, Inc. under EIN 76-0674864 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $9,019,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lz Technology, Inc.
EIN
76-0674864
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
206
End-of-year plan assets
$9,019,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241011145606NAL0022990817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,019,723
Net assets (EOY)
$9,019,723
Net assets (BOY)
$7,154,841

Income & contributions

Employer contributions
$425,820
Participant contributions
$685,246
Total contributions
$1,135,740
Total income / additions
$2,383,784

Expenses & distributions

Benefits paid
$507,551
Administrative expenses
$11,351
Total expenses
$518,902
Net increase / (decrease)
$1,864,882

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfs Investmentsnot reported in the loaded dataset$0$37,9042023
Fidelity InvestmentsRECORDKEEPER$6,253not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORD-KEEPER$4,948not reported in the loaded dataset2023

Related Form 5500 pages