2023 Form 5500 filing — L & M Supply Retirement Savings 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 20250820112047NAL0003178817001) for L & M Supply Retirement Savings Plan, reported by L & M Supply, Inc. under EIN 41-0856419 and plan number 001. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250820112047NAL0003178817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L & M Supply, Inc.
- EIN
- 41-0856419
- Plan number
- 001
- Location
- Grand Rapids, MN
- Participants
- 780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,126,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,126,917
- Employer contributions
- $1,800,471
- Participant contributions
- $1,979,387
- Total income / additions
- $8,798,725
- Benefits paid
- $4,027,453
- Administrative expenses
- $129,331
- Total expenses
- $4,156,965
- Net increase / (decrease)
- $4,641,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $129,331 | $0 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $44,105 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |