The Lemoine Company, LLC 401k Plan — Form 5500 plan (The Lemoine Company, 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, The Lemoine Company, LLC 401k Plan is a benefit plan reported by The Lemoine Company, LLC under EIN 72-1353287 and plan number 001. The latest loaded filing year is 2023. The filing reports 581 participants and $26,061,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lemoine Company, LLC
EIN
72-1353287
Plan number
001
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
581
End-of-year plan assets
$26,061,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023581H, C20241014152703NAL0013534819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,061,583
Total liabilities (EOY)
$0
Net assets (EOY)
$26,061,583
Net assets (BOY)
$20,530,941

Income & contributions

Employer contributions
$845,236
Participant contributions
$2,271,981
Total contributions
$3,370,787
Total income / additions
$6,886,030

Expenses & distributions

Benefits paid
$1,594,945
Administrative expenses
$31,134
Total expenses
$1,711,267
Net increase / (decrease)
$5,174,763

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial Services AdSERVICE PROVIDER$0$56,6122023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$13,126$02023
Darnall Sikes & FrederickSERVICE PROVIDER$11,500not reported in the loaded dataset2023
Morningstar Investment ManagementSERVICE PROVIDER$6,509$3,6932023

Related Form 5500 pages