2023 Form 5500 filing — Lmi 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709142321NAL0007952867001) for Lmi 401(K) Plan, reported by Lmi Consulting LLC under EIN 84-4249629 and plan number 002. It reports 3,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709142321NAL0007952867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lmi Consulting LLC
- EIN
- 84-4249629
- Plan number
- 002
- Location
- Tysons, VA
- Participants
- 3,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $373,459,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $373,459,268
- Employer contributions
- $15,589,045
- Participant contributions
- $25,852,392
- Total income / additions
- $103,482,708
- Benefits paid
- $24,069,985
- Administrative expenses
- $269,354
- Total expenses
- $24,363,539
- Net increase / (decrease)
- $79,119,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $173,378 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $70,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $27,997 | not reported in the loaded dataset |