Lionstone Care 401k Plan — Form 5500 plan (Lionstone Care, 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, Lionstone Care 401k Plan is a benefit plan reported by Lionstone Care, LLC under EIN 82-4561652 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,414 participants and $1,589,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lionstone Care, LLC
- EIN
- 82-4561652
- Plan number
- 001
- Plan type
- 2
- Location
- Mayfield Heights, OH
- Latest filing year
- 2023
- Participants
- 1,414
- End-of-year plan assets
- $1,589,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,414 | H | 20241015135515NAL0028655841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,589,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,589,939
- Net assets (BOY)
- $920,467
Income & contributions
- Employer contributions
- $89,542
- Participant contributions
- $475,273
- Total contributions
- $604,377
- Total income / additions
- $786,214
Expenses & distributions
- Benefits paid
- $77,996
- Administrative expenses
- $38,746
- Total expenses
- $116,742
- Net increase / (decrease)
- $669,472
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.