2023 Form 5500 filing — L & M Fabrication And Machine, Inc. Employee Benefit 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 20240618120916NAL0001632243001) for L & M Fabrication And Machine, Inc. Employee Benefit Plan, reported by L & M Fabrication And Machine, Inc. under EIN 23-1695529 and plan number 501. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240618120916NAL0001632243001
Filing year
2023
Form type
2
Plan sponsor
L & M Fabrication And Machine, Inc.
EIN
23-1695529
Plan number
501
Location
Bath, PA
Participants
54
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$39,763
Total liabilities (EOY)
$143,621
Net assets (EOY)
-$103,858
Employer contributions
$466,646
Participant contributions
$89,113
Total income / additions
$597,884
Benefits paid
$293,226
Administrative expenses
$0
Total expenses
$568,391
Net increase / (decrease)
$29,493
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bsi Corporate BenefitsBROKER$26,488not reported in the loaded dataset
Benecon Group, LLCBROKER$10,051not reported in the loaded dataset
Hy Holdings IncADMIN$2,790not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$2,688not reported in the loaded dataset
InnovuBROKER$2,176not reported in the loaded dataset

Related Form 5500 pages