L&M Development Partners LLC 401k Retirement Savings Plan — Form 5500 plan (L&M Development Partners LLC)
Plain-English plan 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, L&M Development Partners LLC 401k Retirement Savings Plan is a benefit plan reported by L&M Development Partners LLC under EIN 13-3248408 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $86,800,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L&M Development Partners LLC
- EIN
- 13-3248408
- Plan number
- 001
- Plan type
- 2
- Location
- Larchmont, NY
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $86,800,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20241015080715NAL0028977553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,800,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,800,782
- Net assets (BOY)
- $73,333,820
Income & contributions
- Employer contributions
- $1,998,584
- Participant contributions
- $3,527,500
- Total contributions
- $6,206,558
- Total income / additions
- $19,097,709
Expenses & distributions
- Benefits paid
- $5,470,199
- Administrative expenses
- $160,548
- Total expenses
- $5,630,747
- Net increase / (decrease)
- $13,466,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock New York | RECORDKEEPER | $7,761 | $0 | 2023 |