2023 Form 5500 filing — Long Meadow Ranch 401(K) 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 20241015123309NAL0028433857001) for Long Meadow Ranch 401(K) Plan, reported by Lmr Services LLC under EIN 36-4856570 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123309NAL0028433857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lmr Services LLC
- EIN
- 36-4856570
- Plan number
- 001
- Location
- Saint Helena, CA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,819,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,819,207
- Employer contributions
- $293,758
- Participant contributions
- $459,149
- Total income / additions
- $1,668,767
- Benefits paid
- $410,051
- Administrative expenses
- $20,210
- Total expenses
- $449,817
- Net increase / (decrease)
- $1,218,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $13,412 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $6,423 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $375 | not reported in the loaded dataset |