2023 Form 5500 filing — Larry H. Miller Associates Retirement 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 20240830153738NAL0015061761001) for Larry H. Miller Associates Retirement Plan, reported by Lhm Adm Ben, Inc. under EIN 87-0325010 and plan number 001. It reports 4,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830153738NAL0015061761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lhm Adm Ben, Inc.
- EIN
- 87-0325010
- Plan number
- 001
- Location
- Sandy, UT
- Participants
- 4,592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,547,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,547,569
- Employer contributions
- $2,140,587
- Participant contributions
- $7,313,652
- Total income / additions
- $28,361,668
- Benefits paid
- $10,580,672
- Administrative expenses
- $260,922
- Total expenses
- $10,873,709
- Net increase / (decrease)
- $17,487,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $185,397 | $0 |
| Kpmg Llp | ACCOUNTANT | $70,032 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $50,000 |
| Lhm | INVESTMENT ADVISORY | $5,493 | not reported in the loaded dataset |