401k Plan data: LYDIAN ADVISORY GROUP LLC 401(K) PLAN plan

LYDIAN ADVISORY GROUP LLC 401(K) PLAN 401k Plan overview

Plan Name	LYDIAN ADVISORY GROUP LLC 401(K) PLAN
Plan identification number	002

LYDIAN ADVISORY GROUP LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LYDIAN ADVISORY GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: LYDIAN ADVISORY GROUP LLC

Employer identification number (EIN): 452063592

NAIC Classification: 523900

Additional information about LYDIAN ADVISORY GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4955095

More information about LYDIAN ADVISORY GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYDIAN ADVISORY GROUP LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 RICHARD LI RICHARD LI 2013-08-09
002 2012-01-01 RICHARD LI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	RICHARD LI		RICHARD LI	2013-08-09
002	2012-01-01	RICHARD LI

Plan Statistics for LYDIAN ADVISORY GROUP LLC 401(K) PLAN

401k plan membership statisitcs for LYDIAN ADVISORY GROUP LLC 401(K) PLAN

Measure Date Value
2013: LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LYDIAN ADVISORY GROUP LLC 401(K) PLAN

Measure	Date	Value
2013 : LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-04-23	$56,852
Expenses. Total of all expenses incurred	2013-04-23	$2,255,956
Benefits paid (including direct rollovers)	2013-04-23	$2,255,956
Total plan assets at end of year	2013-04-23	$0
Total plan assets at beginning of year	2013-04-23	$2,199,104
Value of fidelity bond covering the plan	2013-04-23	$500,000
Other income received	2013-04-23	$56,852
Net income (gross income less expenses)	2013-04-23	$-2,199,104
Net plan assets at end of year (total assets less liabilities)	2013-04-23	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-04-23	$2,199,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-23	$0
2012 : LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$351,062
Expenses. Total of all expenses incurred	2012-12-31	$1,638,084
Benefits paid (including direct rollovers)	2012-12-31	$1,637,959
Total plan assets at end of year	2012-12-31	$2,199,104
Total plan assets at beginning of year	2012-12-31	$3,486,126
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$17,000
Other income received	2012-12-31	$334,062
Net income (gross income less expenses)	2012-12-31	$-1,287,022
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,199,104
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,486,126
Assets. Value of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for LYDIAN ADVISORY GROUP LLC 401(K) PLAN

2013: LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LYDIAN ADVISORY GROUP LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LYDIAN ADVISORY GROUP LLC
Employer identification number (EIN):	452063592
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4955095