Lbmc Employment Partners, LLC 401(K) Profit — Form 5500 plan (Lbmc Employment Partners, 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, Lbmc Employment Partners, LLC 401(K) Profit is a benefit plan reported by Lbmc Employment Partners, LLC under EIN 62-1767955 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,500 participants and $83,982,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lbmc Employment Partners, LLC
- EIN
- 62-1767955
- Plan number
- 001
- Plan type
- 3
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 3,500
- End-of-year plan assets
- $83,982,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,500 | H, C | 20241015102813NAL0047364272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,982,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,982,916
- Net assets (BOY)
- $27,140,250
Income & contributions
- Employer contributions
- $3,525,191
- Participant contributions
- $7,535,472
- Total contributions
- $12,069,604
- Total income / additions
- $25,724,077
Expenses & distributions
- Benefits paid
- $7,168,789
- Administrative expenses
- $448,979
- Total expenses
- $7,617,768
- Net increase / (decrease)
- $18,106,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | NONE | $404,464 | not reported in the loaded dataset | 2023 |
| National Financial Services | NONE | $23,067 | not reported in the loaded dataset | 2023 |
| Hancock Askew Co., & Llp | NONE | $20,866 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lbmc Employment Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- The Retirement Plan Company — Schedule C compensation
- National Financial Services — Schedule C compensation
- Hancock Askew Co., & Llp — Schedule C compensation