2023 Form 5500 filing — Lbam Group Section 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240123073908NAL0011719553001) for Lbam Group Section 401(K) Plan, reported by Larry Blumberg & Associates, Inc. under EIN 63-0836664 and plan number 001. It reports 1,697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants1.7K1,697

Provider compensation$19.3K2 Schedule C row(s)$19,346

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240123073908NAL0011719553001
Plan sponsor: Larry Blumberg & Associates, Inc.
EIN: 63-0836664
Plan number: 001
Location: Dothan, AL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$925.2K

Total expenses$397.2K

Benefits paid / distributions$347.3K

Contributions

Employer$92K

Participant$338.4K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $91,984
Participant contributions: $338,422
Total income / additions: $925,183
Benefits paid: $347,345
Administrative expenses: $19,346
Total expenses: $397,185
Net increase / (decrease): $527,998

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$12K
RECORDKEEPER · Direct $12K · Indirect $0
2
Regions Bank Dba Regions Trust$7.3K
TRUSTEE · Direct $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240123073908NAL0011719553001 cover?: It is the 2023 Form 5500 filing for Lbam Group Section 401(K) Plan, reported by Larry Blumberg & Associates, Inc. (EIN 63-0836664).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).