2023 Form 5500 filing — Lmc Enterprises 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 20240807104145NAL0002011059001) for Lmc Enterprises 401(K) Plan, reported by Lmc Enterprises under EIN 95-3093555 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.4MReported net assets$14,386,801
Participants160
Provider compensation$43.3K3 Schedule C row(s)$43,274
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807104145NAL0002011059001
Plan sponsor
Lmc Enterprises
EIN
95-3093555
Plan number
002
Location
Paramount, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$851.1K
Benefits paid / distributions$752.6K
Contributions
Employer$0
Participant$828.4K
Full reported line items
Total assets (EOY)
$14,386,801
Total liabilities (EOY)
$0
Net assets (EOY)
$14,386,801
Employer contributions
$0
Participant contributions
$828,405
Total income / additions
$3,217,567
Benefits paid
$752,611
Administrative expenses
$74,373
Total expenses
$851,105
Net increase / (decrease)
$2,366,462

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Burnham Gibson Wealth Advisors LLCINVESTMENT ADVISOR$32,024not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$10,985$0
Empower Advisory Group, LLCINVESTMENT MGMT$265not reported in the loaded dataset

Related Form 5500 pages