2023 Form 5500 filing — Ltd Management Company LLC 401k 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 20241010090746NAL0019847697001) for Ltd Management Company LLC 401k Profit Sharing Plan, reported by Ltd Management Company, LLC under EIN 87-0698993 and plan number 002. It reports 860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090746NAL0019847697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ltd Management Company, LLC
- EIN
- 87-0698993
- Plan number
- 002
- Location
- Virginia Beach, VA
- Participants
- 860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,840,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,840,940
- Employer contributions
- $140,206
- Participant contributions
- $602,499
- Total income / additions
- $1,409,396
- Benefits paid
- $578,270
- Administrative expenses
- $54,809
- Total expenses
- $641,406
- Net increase / (decrease)
- $767,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,676 | $0 |
| The Ascent Group LLC | INVESTMENT ADVISOR | $21,130 | not reported in the loaded dataset |