How many benefit plans does The Lampo Group, LLC report on Form 5500?

The Lampo Group, LLC (EIN 62-1593846) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Lampo Group, LLC?

The Employer Identification Number (EIN) reported for The Lampo Group, LLC is 62-1593846.

What is the latest Form 5500 filing year for The Lampo Group, LLC?

The latest loaded Form 5500 filing year for The Lampo Group, LLC is 2023.

The Lampo Group, LLC — 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, The Lampo Group, LLC (EIN 62-1593846) is a plan sponsor located in Franklin, 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: 62-1593846
Location: Franklin, TN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $72,825,406
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $72,825,406

Contributions & income

Employer contributions: $3,058,093
Participant contributions: $6,945,164
Total income / additions: $24,190,761

Expenses & distributions

Benefits paid / distributions: $3,503,844
Total expenses: $3,642,350
Net increase / (decrease): $20,548,411

Coverage

Total reported participants: 2,055
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

The Lampo Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Lampo Group, LLC 401(K) Plan	001	1,184	$72,825,406	2023
The Lampo Group, LLC Welfare Benefit Plan	502	871	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Lampo Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Lampo Group, LLC Welfare Benefit Plan	871	—	20240712141743NAL0010095619001
2023	The Lampo Group, LLC 401(K) Plan	1,184	H, C	20241010102152NAL0019910113001