2023 Form 5500 filing — Lmt Onsrud Lp Retirement Savings 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 20241010141712NAL0021204849001) for Lmt Onsrud Lp Retirement Savings Plan, reported by Lmt Onsrud Lp under EIN 52-2136091 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141712NAL0021204849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lmt Onsrud Lp
- EIN
- 52-2136091
- Plan number
- 002
- Location
- Waukegan, IL
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,970,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,970,170
- Employer contributions
- $546,847
- Participant contributions
- $1,109,593
- Total income / additions
- $4,598,934
- Benefits paid
- $2,330,177
- Administrative expenses
- $65,779
- Total expenses
- $2,395,956
- Net increase / (decrease)
- $2,202,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Iinvestment Advisors LLC | ADVISOR | $34,559 | not reported in the loaded dataset |
| Alliance Pension Consultants | RECORDKEEPER | $30,908 | not reported in the loaded dataset |