The Lawrence Group Companies 401(K) Plan — Form 5500 plan (G. M. Lawrence & Co.)
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, The Lawrence Group Companies 401(K) Plan is a benefit plan reported by G. M. Lawrence & Co. under EIN 46-4308986 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,587 participants and $88,664,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G. M. Lawrence & Co.
- EIN
- 46-4308986
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 1,587
- End-of-year plan assets
- $88,664,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,587 | H, C | 20241010134604NAL0040888946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,664,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,664,027
- Net assets (BOY)
- $85,338,466
Income & contributions
- Employer contributions
- $2,946,379
- Participant contributions
- $5,384,272
- Total contributions
- $8,637,755
- Total income / additions
- $21,579,360
Expenses & distributions
- Benefits paid
- $18,066,436
- Administrative expenses
- $187,363
- Total expenses
- $18,253,799
- Net increase / (decrease)
- $3,325,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acuff & Associates Inc | CONTRACT ADMIN | $28,602 | $43,255 | 2023 |
| Mercer Advisors Insurance | INVESTMENT ADVISOR | $50,219 | not reported in the loaded dataset | 2023 |
| Aon Risk Services South Inc. | OTHER | $30,095 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,032 | $0 | 2023 |
| Mercer Global Advisors Inc | INVESTMENT ADVISOR | $17,126 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $15,698 | not reported in the loaded dataset | 2023 |
| Bass, Berry & Sims Plc | ATTORNEY | $6,588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G. M. Lawrence & Co.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Acuff & Associates Inc — Schedule C compensation
- Mercer Advisors Insurance — Schedule C compensation
- Aon Risk Services South Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Bass, Berry & Sims Plc — Schedule C compensation