How many benefit plans does Lbmc, P.C. report on Form 5500?

Lbmc, P.C. (EIN 62-1199757) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lbmc, P.C.?

The Employer Identification Number (EIN) reported for Lbmc, P.C. is 62-1199757.

What is the latest Form 5500 filing year for Lbmc, P.C.?

The latest loaded Form 5500 filing year for Lbmc, P.C. is 2023.

Lbmc, P.C. — 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, Lbmc, P.C. (EIN 62-1199757) is a plan sponsor located in Brentwood, TN with 2 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: 62-1199757
Location: Brentwood, TN
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $77,118,589
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $77,118,589

Contributions & income

Employer contributions: $1,656,451
Participant contributions: $2,577,582
Total income / additions: $12,513,590

Expenses & distributions

Benefits paid / distributions: $3,334,499
Total expenses: $3,398,755
Net increase / (decrease): $9,114,835

Coverage

Total reported participants: 1,885
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

Lbmc, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan	001	691	$77,118,589	2023
Lattimore Black Morgan & Cain & Affiliates Long Term Disability Plan	504	731	not reported in the loaded dataset	2023
Lattimore Black Morgan & Cain & Affiliates Short Term Disability Plan	503	463	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lbmc, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan	691	H, C	20241012111020NAL0039743328001
2023	Lattimore Black Morgan & Cain & Affiliates Long Term Disability Plan	731	—	20241031170321NAL0003215328001
2023	Lattimore Black Morgan & Cain & Affiliates Short Term Disability Plan	463	—	20241031173913NAL0002342289001