Laurelmont Management Group In — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Laurelmont Management Group In (EIN 27-2537955) is a plan sponsor located in Beverly Hills, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2537955
Location
Beverly Hills, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Laurelmont Management Group In

  • 1 loaded plans hold $92.4K in reported assets.
  • The largest, Laurelmont Management Group In 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$92.4KSummed across loaded plans$92,359
Total reported assets$92.4K$92,359
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$92.4K total assets
Net assets$92.4KLiabilities$0
Contributions & income
Employer contributions$2.3K
Participant contributions$5.8K
Total income / additions$21.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$910
Net increase / (decrease)$20.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Laurelmont Management Group In 401(K) Profit Sharing Plan & Trust
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Laurelmont Management Group In. Open one for its full reported snapshot.

  1. 2023
    Laurelmont Management Group In 401(K) Profit Sharing Plan & Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Laurelmont Management Group In report on Form 5500?
Laurelmont Management Group In (EIN 27-2537955) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Laurelmont Management Group In?
The Employer Identification Number (EIN) reported for Laurelmont Management Group In is 27-2537955.
What is the latest Form 5500 filing year for Laurelmont Management Group In?
The latest loaded Form 5500 filing year for Laurelmont Management Group In is 2023.

Related Form 5500 pages