Plan5500

J. Smith Lanier & Co. Profit Sharing Plan — Form 5500 plan (J. Smith Lanier & Co., A Marsh & Mclennan Agency, LLC Company)

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, J. Smith Lanier & Co. Profit Sharing Plan is a benefit plan reported by J. Smith Lanier & Co., A Marsh & Mclennan Agency, LLC Company under EIN 26-3237576 and plan number 002. The latest loaded filing year is 2023. The filing reports 642 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J. Smith Lanier & Co., A Marsh & Mclennan Agency, LLC Company
EIN
26-3237576
Plan number
002
Plan type
2
Location
West Point, GA
Latest filing year
2023
Participants
642
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023642H, C20240916102722NAL0000983891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$79,666,915

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$4,178,408

Expenses & distributions

Benefits paid
$83,740,248
Administrative expenses
$105,075
Total expenses
$83,845,323
Net increase / (decrease)
-$79,666,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$63,739$02023
Warren Averett LLCAUDITOR$30,000not reported in the loaded dataset2023
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$9,056not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$375not reported in the loaded dataset2023
Qdro Consultants Company, LLCCONSULTING$300not reported in the loaded dataset2023

Related Form 5500 pages