2023 Form 5500 filing — J. Smith Lanier & Co. Profit Sharing 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 20240916102722NAL0000983891001) for J. Smith Lanier & Co. Profit Sharing Plan, reported by J. Smith Lanier & Co., A Marsh & Mclennan Agency, LLC Company under EIN 26-3237576 and plan number 002. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916102722NAL0000983891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J. Smith Lanier & Co., A Marsh & Mclennan Agency, LLC Company
- EIN
- 26-3237576
- Plan number
- 002
- Location
- West Point, GA
- Participants
- 642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,178,408
- Benefits paid
- $83,740,248
- Administrative expenses
- $105,075
- Total expenses
- $83,845,323
- Net increase / (decrease)
- -$79,666,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,739 | $0 |
| Warren Averett LLC | AUDITOR | $30,000 | not reported in the loaded dataset |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $9,056 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $375 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $300 | not reported in the loaded dataset |