2023 Form 5500 filing — Litigation Management 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 20241014100947NAL0026988001001) for Litigation Management 401(K) Plan, reported by Litigation Management, Inc. under EIN 34-1433351 and plan number 001. It reports 394 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)$5.1MReported net assets$5,105,360
Participants394
Provider compensation$41K3 Schedule C row(s)$40,987
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014100947NAL0026988001001
Plan sponsor
Litigation Management, Inc.
EIN
34-1433351
Plan number
001
Location
Chesterland, OH
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.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$791K
Benefits paid / distributions$750K
Contributions
Employer$40K
Participant$332.9K
Full reported line items
Total assets (EOY)
$5,105,360
Total liabilities (EOY)
$0
Net assets (EOY)
$5,105,360
Employer contributions
$40,034
Participant contributions
$332,909
Total income / additions
$1,100,038
Benefits paid
$749,987
Administrative expenses
$40,987
Total expenses
$790,974
Net increase / (decrease)
$309,064
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $19.6K
  2. 2
    RECORDKEEPER · Direct $16.4K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $4.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014100947NAL0026988001001 cover?
It is the 2023 Form 5500 filing for Litigation Management 401(K) Plan, reported by Litigation Management, Inc. (EIN 34-1433351).
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).

Related Form 5500 pages