Plan5500

L & M Supply Inc — 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, L & M Supply Inc (EIN 41-0856419) is a plan sponsor located in Grand Rapids, MN 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
41-0856419
Location
Grand Rapids, MN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.1MSummed across loaded plans$35,126,917
Total reported assets$35.1M$35,126,917
Total reported participants1.3K1,334
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35.1M total assets
Net assets$35.1MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$2M
Total income / additions$8.8M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.2M
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%L & M Supply Retirement Savings Plan
Participants per plan667Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    L & M Supply Retirement Savings Plan$35.1M
    Plan #001 · 780 participants · 2023
  2. 2
    L&M Supply Group Health Programnot reported in the loaded dataset
    Plan #502 · 554 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for L & M Supply Inc
YearPlanParticipantsSchedulesFiling
2023L&M Supply Group Health Program554—20240906101530NAL0000522915001
2023L & M Supply Retirement Savings Plan780H, C20250820112047NAL0003178817001

Related Form 5500 pages