Plan5500

2023 Form 5500 filing — The Lawrence Group Companies 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 20241010134604NAL0040888946001) for The Lawrence Group Companies 401(K) Plan, reported by G. M. Lawrence & Co. under EIN 46-4308986 and plan number 001. It reports 1,587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010134604NAL0040888946001
Filing year
2023
Form type
2
Plan sponsor
G. M. Lawrence & Co.
EIN
46-4308986
Plan number
001
Location
Nashville, TN
Participants
1,587
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$88,664,027
Total liabilities (EOY)
$0
Net assets (EOY)
$88,664,027
Employer contributions
$2,946,379
Participant contributions
$5,384,272
Total income / additions
$21,579,360
Benefits paid
$18,066,436
Administrative expenses
$187,363
Total expenses
$18,253,799
Net increase / (decrease)
$3,325,561
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acuff & Associates IncCONTRACT ADMIN$28,602$43,255
Mercer Advisors InsuranceINVESTMENT ADVISOR$50,219not reported in the loaded dataset
Aon Risk Services South Inc.OTHER$30,095not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$18,032$0
Mercer Global Advisors IncINVESTMENT ADVISOR$17,126not reported in the loaded dataset
Cliftonlarsonallen LlpAUDITOR$15,698not reported in the loaded dataset
Bass, Berry & Sims PlcATTORNEY$6,588not reported in the loaded dataset

Related Form 5500 pages