2023 Form 5500 filing — L & M Benefit 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 20250429102014NAL0000565120001) for L & M Benefit Plan, reported by L & M Companies, Inc. under EIN 56-0811549 and plan number 501. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429102014NAL0000565120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L & M Companies, Inc.
- EIN
- 56-0811549
- Plan number
- 501
- Location
- Raleigh, NC
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,660,929
- Total liabilities (EOY)
- $53,142
- Net assets (EOY)
- $1,607,787
- Employer contributions
- $1,841,758
- Participant contributions
- $859,371
- Total income / additions
- $2,746,765
- Benefits paid
- $2,395,249
- Administrative expenses
- $112,091
- Total expenses
- $2,507,340
- Net increase / (decrease)
- $239,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Co | NONE | $1,685,483 | not reported in the loaded dataset |
| New York Life | NONE | $85,574 | not reported in the loaded dataset |
| Aon Consulting | NONE | $51,500 | not reported in the loaded dataset |
| Aflac | NONE | $12,467 | not reported in the loaded dataset |
| Aca Track LLC | NONE | $10,433 | not reported in the loaded dataset |
| First Citizens Bank & Trust Company | NONE | $8,670 | not reported in the loaded dataset |
| Flores And Associates | NONE | $5,229 | not reported in the loaded dataset |