2023 Form 5500 filing — Neighborhood Fresh Employee Stock Ownership 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 20241014102633NAL0013132387001) for Neighborhood Fresh Employee Stock Ownership Plan, reported by Lm Acquisition, Inc. under EIN 20-2858228 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$5.7MReported net assets-$5,695,774
Participants120
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014102633NAL0013132387001
Plan sponsor
Lm Acquisition, Inc.
EIN
20-2858228
Plan number
002
Location
Holland, 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)$380K total assets
Net assets-$5.7MLiabilities$6.1M
Money in vs. money out
Total income / additions$262.5K
Total expenses$242.2K
Benefits paid / distributions$194
Contributions
Employer$322.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$380,000
Total liabilities (EOY)
$6,075,774
Net assets (EOY)
-$5,695,774
Employer contributions
$322,529
Total income / additions
$262,529
Benefits paid
$194
Administrative expenses
$0
Total expenses
$242,217
Net increase / (decrease)
$20,312

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014102633NAL0013132387001 cover?
It is the 2023 Form 5500 filing for Neighborhood Fresh Employee Stock Ownership Plan, reported by Lm Acquisition, Inc. (EIN 20-2858228).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages