2023 Form 5500 filing — Lbmc Employment Partners, LLC 401(K) Profit
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 20241015102813NAL0047364272001) for Lbmc Employment Partners, LLC 401(K) Profit, reported by Lbmc Employment Partners, LLC under EIN 62-1767955 and plan number 001. It reports 3,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102813NAL0047364272001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lbmc Employment Partners, LLC
- EIN
- 62-1767955
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 3,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,982,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,982,916
- Employer contributions
- $3,525,191
- Participant contributions
- $7,535,472
- Total income / additions
- $25,724,077
- Benefits paid
- $7,168,789
- Administrative expenses
- $448,979
- Total expenses
- $7,617,768
- Net increase / (decrease)
- $18,106,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company | NONE | $404,464 | not reported in the loaded dataset |
| National Financial Services | NONE | $23,067 | not reported in the loaded dataset |
| Hancock Askew Co., & Llp | NONE | $20,866 | not reported in the loaded dataset |