Lcm Investments Holdings Ii, LLC 401(K) Plan — Form 5500 plan (Lcm Investments Holdings Ii, 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, Lcm Investments Holdings Ii, LLC 401(K) Plan is a benefit plan reported by Lcm Investments Holdings Ii, LLC under EIN 20-4587299 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,914 participants and $94,744,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lcm Investments Holdings Ii, LLC
- EIN
- 20-4587299
- Plan number
- 001
- Plan type
- 2
- Location
- Lutz, FL
- Latest filing year
- 2023
- Participants
- 5,914
- End-of-year plan assets
- $94,744,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,914 | H, C | 20250430132959NAL0001914913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,744,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,744,593
- Net assets (BOY)
- $70,215,453
Income & contributions
- Employer contributions
- $2,996,039
- Participant contributions
- $20,042,445
- Total contributions
- $26,022,949
- Total income / additions
- $38,297,198
Expenses & distributions
- Benefits paid
- $12,876,515
- Administrative expenses
- $873,829
- Total expenses
- $13,768,058
- Net increase / (decrease)
- $24,529,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of Am | NONE | $540,767 | $0 | 2023 |
| Florida Retirement Consultants | NONE | $253,310 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services, LLC | NONE | $90,501 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lcm Investments Holdings Ii, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lutz, FL
- Empower Annuity Ins Co Of Am — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation
- Kestra Investment Services, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation