The Lyman Group 401(K) Profit Sharing Plan — Form 5500 plan (The Lyman Group, 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, The Lyman Group 401(K) Profit Sharing Plan is a benefit plan reported by The Lyman Group, Inc. under EIN 94-1561366 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $23,606,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lyman Group, Inc.
EIN
94-1561366
Plan number
001
Plan type
2
Location
Woodland, CA
Latest filing year
2023
Participants
136
End-of-year plan assets
$23,606,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20250625180451NAL0004708659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,606,916
Total liabilities (EOY)
$0
Net assets (EOY)
$23,606,916
Net assets (BOY)
$19,424,917

Income & contributions

Employer contributions
$476,715
Participant contributions
$857,855
Total contributions
$1,334,570
Total income / additions
$5,987,415

Expenses & distributions

Benefits paid
$1,768,435
Administrative expenses
$37,244
Total expenses
$1,805,679
Net increase / (decrease)
$4,181,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,116$02023
Kcoe Isom, LlpACCOUNTANT/AUDITOR$16,000not reported in the loaded dataset2023

Related Form 5500 pages