L & M Supply Inc — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, L & M Supply Inc (EIN 41-0856419) is a plan sponsor located in Grand Rapids, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 41-0856419
- Location
- Grand Rapids, MN
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,126,917
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $35,126,917
Contributions & income
- Employer contributions
- $1,800,471
- Participant contributions
- $1,979,387
- Total income / additions
- $8,798,725
Expenses & distributions
- Benefits paid / distributions
- $4,027,453
- Total expenses
- $4,156,965
- Net increase / (decrease)
- $4,641,760
Coverage
- Total reported participants
- 1,334
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| L & M Supply Retirement Savings Plan | 001 | 780 | $35,126,917 | 2023 |
| L&M Supply Group Health Program | 502 | 554 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | L&M Supply Group Health Program | 554 | — | 20240906101530NAL0000522915001 |
| 2023 | L & M Supply Retirement Savings Plan | 780 | H, C | 20250820112047NAL0003178817001 |