2023 Form 5500 filing — Lmt Mercer Group, Inc. 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 20240919142751NAL0008436912001) for Lmt Mercer Group, Inc. 401(K) Plan, reported by Lmt Mercer Group, Inc. under EIN 22-3276444 and plan number 002. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919142751NAL0008436912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lmt Mercer Group, Inc.
- EIN
- 22-3276444
- Plan number
- 002
- Location
- Lawrenceville, NJ
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,500,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,500,095
- Employer contributions
- $451,567
- Participant contributions
- $726,468
- Total income / additions
- $3,433,275
- Benefits paid
- $2,236,446
- Administrative expenses
- $10,558
- Total expenses
- $2,247,004
- Net increase / (decrease)
- $1,186,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| B Riley Wealth Management | ADVISOR | $8,135 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,002 | $0 |