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, Ltd Management Company LLC 401k Profit Sharing Plan is a benefit plan reported by Ltd Management Company, LLC under EIN 87-0698993 and plan number 002. The latest loaded filing year is 2023. The filing reports 860 participants and $4,840,940 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,840,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,840,940
- Net assets (BOY)
- $4,072,950
Income & contributions
- Employer contributions
- $140,206
- Participant contributions
- $602,499
- Total contributions
- $755,214
- Total income / additions
- $1,409,396
Expenses & distributions
- Benefits paid
- $578,270
- Administrative expenses
- $54,809
- Total expenses
- $641,406
- Net increase / (decrease)
- $767,990