Plan5500

Lli Holdings, Inc. 401(K) Plan — Form 5500 plan (Lli Holdings, 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, Lli Holdings, Inc. 401(K) Plan is a benefit plan reported by Lli Holdings, Inc. under EIN 83-3829690 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $5,606,928 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lli Holdings, Inc.
EIN
83-3829690
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
267
End-of-year plan assets
$5,606,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20250204092007NAL0007894177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,606,928
Total liabilities (EOY)
$0
Net assets (EOY)
$5,606,928
Net assets (BOY)
$0

Income & contributions

Participant contributions
$1,129,588
Total contributions
$1,234,914
Total income / additions
$1,877,062

Expenses & distributions

Benefits paid
$926,567
Administrative expenses
$25,272
Total expenses
$951,839
Net increase / (decrease)
$925,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leading Retirement SolutionsRECORDKEEPER$16,904not reported in the loaded dataset2023
Nfp Retirement IncADVISOR$7,619not reported in the loaded dataset2023

Related Form 5500 pages