Lmr Services LLC — 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, Lmr Services LLC (EIN 36-4856570) is a plan sponsor located in Saint Helena, 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
36-4856570
Location
Saint Helena, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,819,207
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,819,207

Contributions & income

Employer contributions
$293,758
Participant contributions
$459,149
Total income / additions
$1,668,767

Expenses & distributions

Benefits paid / distributions
$410,051
Total expenses
$449,817
Net increase / (decrease)
$1,218,950

Coverage

Total reported participants
377
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Lmr Services LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Long Meadow Ranch 401(K) Plan001238$5,819,2072023
Lmr Services LLC Health And Welfare Plan501139not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lmr Services LLC
YearPlanParticipantsSchedulesFiling
2023Lmr Services LLC Health And Welfare Plan13920240730105046NAL0013293539001
2023Long Meadow Ranch 401(K) Plan238H, C20241015123309NAL0028433857001

Related Form 5500 pages