Lmc Enterprises Money Purchase Pension Plan — Form 5500 plan (Lmc Enterprises)

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, Lmc Enterprises Money Purchase Pension Plan is a benefit plan reported by Lmc Enterprises under EIN 95-3093555 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $19,453,595 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lmc Enterprises
EIN
95-3093555
Plan number
001
Plan type
2
Location
Paramount, CA
Latest filing year
2023
Participants
142
End-of-year plan assets
$19,453,595

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240807100132NAL0003405297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,453,595
Total liabilities (EOY)
$0
Net assets (EOY)
$19,453,595
Net assets (BOY)
$16,839,356

Income & contributions

Employer contributions
$1,598,690
Participant contributions
$0
Total contributions
$1,598,690
Total income / additions
$3,685,257

Expenses & distributions

Benefits paid
$1,011,348
Administrative expenses
$59,670
Total expenses
$1,071,018
Net increase / (decrease)
$2,614,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors LLCINVESTMENT ADVISOR$44,458not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$12,031$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,181not reported in the loaded dataset2023

Related Form 5500 pages