L & M Companies, 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 Companies, Inc. (EIN 56-0811549) is a plan sponsor located in Raleigh, NC 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
56-0811549
Location
Raleigh, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$47,227,267
Total reported liabilities (EOY)
$53,142
Total reported net assets (EOY)
$47,174,125

Contributions & income

Employer contributions
$2,891,274
Participant contributions
$2,169,929
Total income / additions
$11,061,772

Expenses & distributions

Benefits paid / distributions
$4,157,878
Total expenses
$4,350,766
Net increase / (decrease)
$6,711,006

Coverage

Total reported participants
457
Plans with financial statements
2
Plans with provider compensation
2

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

L & M Companies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
L&M Family Of Companies 401(K) And Profit Sharing Plan001275$45,566,3382023
L & M Benefit Plan501182$1,660,9292023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for L & M Companies, Inc.
YearPlanParticipantsSchedulesFiling
2023L & M Benefit Plan182H, C20250429102014NAL0000565120001
2023L&M Family Of Companies 401(K) And Profit Sharing Plan275H, C20250501101831NAL0003064881001

Related Form 5500 pages