Lehman-Roberts/Memphis Stone & Gravel 401(K) Retirement Plan — Form 5500 plan (Lehman-Roberts Company)
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, Lehman-Roberts/Memphis Stone & Gravel 401(K) Retirement Plan is a benefit plan reported by Lehman-Roberts Company under EIN 61-0322960 and plan number 002. The latest loaded filing year is 2023. The filing reports 329 participants and $30,543,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lehman-Roberts Company
- EIN
- 61-0322960
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $30,543,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241014110758NAL0044269856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,543,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,543,111
- Net assets (BOY)
- $27,510,170
Income & contributions
- Employer contributions
- $2,754,496
- Participant contributions
- $1,514,260
- Total contributions
- $4,285,308
- Total income / additions
- $8,111,984
Expenses & distributions
- Benefits paid
- $5,031,125
- Administrative expenses
- $47,918
- Total expenses
- $5,079,043
- Net increase / (decrease)
- $3,032,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $27,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,422 | $0 | 2023 |