Retirement plan

LYNX CAPITAL GROUP LTD 401(K) PROFIT SHARING PLAN

Name: LYNX CAPITAL GROUP LTD - LYNX CAPITAL GROUP LTD 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: LYNX CAPITAL GROUP LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LYNX CAPITAL GROUP LTD 401(K) PROFIT SHARING PLAN, LYNX CAPITAL GROUP LTD

LYNX CAPITAL GROUP LTDEIN 23-2843152Plan #001PY 2024

25135 PENSHURST DRIVE - BEACHWOOD, OH 44122216-591-1309lynxcap.comLinkedIn11-50 employeesfinancial services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+14.4% from 2023

Total participants

0.0% from 2023

Average account balance

$782,400

+14.4% from 2023

Annual return

11.47%

-3.69 pp from 2023

Benchmarks

See 37,126 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,126 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$782K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.47%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$57

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$171

$57 / participant

Other / not subdivided$171100.0%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$782,400

$201,344+288.6%

$184,243+324.7%

$145,877+436.3%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

11.47%

29.01%-17.5pp

28.82%-17.3pp

551.28%-539.8pp

Employer contribution / active EE

$7,022-100.0%

$6,427-100.0%

$4,663-100.0%

Participant deferral / active EE

$20,333

$9,807+107.3%

$9,132+122.7%

$6,691+203.9%

Admin fee / account holder

$57

$16,382-99.7%

$13,914-99.6%

$13,402-99.6%

LYNX CAPITAL GROUP LTD 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LYNX CAPITAL GROUP LTD 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion