2023 Form 5500 filing — Landmark Dividend LLC 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 20240730125611NAL0011826771001) for Landmark Dividend LLC 401(K) Plan, reported by Landmark Dividend LLC under EIN 27-1963201 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730125611NAL0011826771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Landmark Dividend LLC
- EIN
- 27-1963201
- Plan number
- 001
- Location
- El Segundo, CA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,755,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,755,494
- Employer contributions
- $474,428
- Participant contributions
- $1,305,451
- Total income / additions
- $3,669,233
- Benefits paid
- $906,164
- Administrative expenses
- $5,883
- Total expenses
- $912,047
- Net increase / (decrease)
- $2,757,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER | $38,258 | not reported in the loaded dataset |
| San Diego Pension Consultants | CONTRACT ADMIN | $18,661 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $0 | $0 |