Long Meadow Ranch 401(K) Plan — Form 5500 plan (Lmr Services 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, Long Meadow Ranch 401(K) Plan is a benefit plan reported by Lmr Services LLC under EIN 36-4856570 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $5,819,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lmr Services LLC
- EIN
- 36-4856570
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Helena, CA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $5,819,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241015123309NAL0028433857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,819,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,819,207
- Net assets (BOY)
- $4,600,257
Income & contributions
- Employer contributions
- $293,758
- Participant contributions
- $459,149
- Total contributions
- $790,264
- Total income / additions
- $1,668,767
Expenses & distributions
- Benefits paid
- $410,051
- Administrative expenses
- $20,210
- Total expenses
- $449,817
- Net increase / (decrease)
- $1,218,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $13,412 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $6,423 | $0 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lmr Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Saint Helena, CA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation