L/P Insurance Services 401k Plan — Form 5500 plan (L/P Insurance Services LLC)
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, L/P Insurance Services 401k Plan is a benefit plan reported by L/P Insurance Services LLC under EIN 27-3054238 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $28,973,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L/P Insurance Services LLC
- EIN
- 27-3054238
- Plan number
- 001
- Plan type
- 2
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $28,973,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240828190728NAL0012529553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,973,769
- Total liabilities (EOY)
- $2,595
- Net assets (EOY)
- $28,971,174
- Net assets (BOY)
- $23,555,356
Income & contributions
- Employer contributions
- $1,051,586
- Participant contributions
- $1,879,915
- Total contributions
- $3,261,644
- Total income / additions
- $7,943,703
Expenses & distributions
- Benefits paid
- $2,457,297
- Administrative expenses
- $70,588
- Total expenses
- $2,527,885
- Net increase / (decrease)
- $5,415,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cwm LLC | NONE | $51,060 | $0 | 2023 |
| The Vanguard Group LLC | NONE | $19,700 | $0 | 2023 |