Plan5500

Lmt Mercer Group, Inc. 401(K) Plan — Form 5500 plan (Lmt Mercer Group, Inc.)

Plain-English plan 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, Lmt Mercer Group, Inc. 401(K) Plan is a benefit plan reported by Lmt Mercer Group, Inc. under EIN 22-3276444 and plan number 002. The latest loaded filing year is 2023. The filing reports 372 participants and $14,500,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lmt Mercer Group, Inc.
EIN
22-3276444
Plan number
002
Plan type
2
Location
Lawrenceville, NJ
Latest filing year
2023
Participants
372
End-of-year plan assets
$14,500,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20240919142751NAL0008436912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,500,095
Total liabilities (EOY)
$0
Net assets (EOY)
$14,500,095
Net assets (BOY)
$13,313,824

Income & contributions

Employer contributions
$451,567
Participant contributions
$726,468
Total contributions
$1,178,035
Total income / additions
$3,433,275

Expenses & distributions

Benefits paid
$2,236,446
Administrative expenses
$10,558
Total expenses
$2,247,004
Net increase / (decrease)
$1,186,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
B Riley Wealth ManagementADVISOR$8,135not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,002$02023

Related Form 5500 pages