Landmark Dividend LLC 401(K) Plan — Form 5500 plan (Landmark Dividend 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, Landmark Dividend LLC 401(K) Plan is a benefit plan reported by Landmark Dividend LLC under EIN 27-1963201 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $12,755,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Landmark Dividend LLC
- EIN
- 27-1963201
- Plan number
- 001
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $12,755,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240730125611NAL0011826771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,755,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,755,494
- Net assets (BOY)
- $9,998,308
Income & contributions
- Employer contributions
- $474,428
- Participant contributions
- $1,305,451
- Total contributions
- $1,858,242
- Total income / additions
- $3,669,233
Expenses & distributions
- Benefits paid
- $906,164
- Administrative expenses
- $5,883
- Total expenses
- $912,047
- Net increase / (decrease)
- $2,757,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER | $38,258 | not reported in the loaded dataset | 2023 |
| San Diego Pension Consultants | CONTRACT ADMIN | $18,661 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Landmark Dividend LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Segundo, CA
- Cambridge Investment Research Inc. — Schedule C compensation
- San Diego Pension Consultants — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation