2023 Form 5500 filing — Lcm Investments Holdings Ii, LLC 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 20250430132959NAL0001914913001) for Lcm Investments Holdings Ii, LLC 401(K) Plan, reported by Lcm Investments Holdings Ii, LLC under EIN 20-4587299 and plan number 001. It reports 5,914 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)$94.7MReported net assets$94,744,593
Participants5.9K5,914
Provider compensation$902.6K4 Schedule C row(s)$902,578
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250430132959NAL0001914913001
- Plan sponsor
- Lcm Investments Holdings Ii, LLC
- EIN
- 20-4587299
- Plan number
- 001
- Location
- Lutz, FL
- Received date
- not reported in the loaded dataset
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)$94.7M total assets
Net assets$94.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $94,744,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,744,593
- Employer contributions
- $2,996,039
- Participant contributions
- $20,042,445
- Total income / additions
- $38,297,198
- Benefits paid
- $12,876,515
- Administrative expenses
- $873,829
- Total expenses
- $13,768,058
- Net increase / (decrease)
- $24,529,140
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of Am | NONE | $540,767 | $0 |
| Florida Retirement Consultants | NONE | $253,310 | not reported in the loaded dataset |
| Kestra Investment Services, LLC | NONE | $90,501 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $18,000 | not reported in the loaded dataset |