Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan — Form 5500 plan (Lbmc, Pc)

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, Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan is a benefit plan reported by Lbmc, Pc under EIN 62-1199757 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $77,118,589 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lbmc, Pc
EIN
62-1199757
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
691
End-of-year plan assets
$77,118,589

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023691H, C20241012111020NAL0039743328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,118,589
Total liabilities (EOY)
$0
Net assets (EOY)
$77,118,589
Net assets (BOY)
$67,965,550

Income & contributions

Employer contributions
$1,656,451
Participant contributions
$2,577,582
Total contributions
$4,458,216
Total income / additions
$12,513,590

Expenses & distributions

Benefits paid
$3,334,499
Administrative expenses
$64,256
Total expenses
$3,398,755
Net increase / (decrease)
$9,114,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan Company, LLCNONE$54,047$02023
Fidelity Personal Trust CompanyNONE$10,209not reported in the loaded dataset2023

Related Form 5500 pages