Lhm Financial Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lhm Financial Corporation Dba Cnn Mortgage)
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, Lhm Financial Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lhm Financial Corporation Dba Cnn Mortgage under EIN 86-0741955 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $592,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lhm Financial Corporation Dba Cnn Mortgage
- EIN
- 86-0741955
- Plan number
- 002
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $592,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241014134342NAL0015036067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $592,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $592,037
- Net assets (BOY)
- $5,137,280
Income & contributions
- Participant contributions
- $67,843
- Total contributions
- $67,843
- Total income / additions
- $466,703
Expenses & distributions
- Benefits paid
- $4,982,979
- Administrative expenses
- $28,967
- Total expenses
- $5,011,946
- Net increase / (decrease)
- -$4,545,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings, Dba Futureplan A | CONTRACT ADMIN | $6,675 | $1,874 | 2023 |
| Regal Investment Advisors, LLC | INVESTMENT ADVISOR | $5,991 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $4,724 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lhm Financial Corporation Dba Cnn Mortgage
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Ascensus Holdings, Dba Futureplan A — Schedule C compensation
- Regal Investment Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation