2023 Form 5500 filing — The Lemoine Company, LLC 401k 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 20241014152703NAL0013534819001) for The Lemoine Company, LLC 401k Plan, reported by The Lemoine Company, LLC under EIN 72-1353287 and plan number 001. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152703NAL0013534819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lemoine Company, LLC
- EIN
- 72-1353287
- Plan number
- 001
- Location
- Lafayette, LA
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,061,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,061,583
- Employer contributions
- $845,236
- Participant contributions
- $2,271,981
- Total income / additions
- $6,886,030
- Benefits paid
- $1,594,945
- Administrative expenses
- $31,134
- Total expenses
- $1,711,267
- Net increase / (decrease)
- $5,174,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $56,612 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $13,126 | $0 |
| Darnall Sikes & Frederick | SERVICE PROVIDER | $11,500 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $6,509 | $3,693 |