L.D. Retirement Plan — Form 5500 plan (L.D. Management 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, L.D. Retirement Plan is a benefit plan reported by L.D. Management Company under EIN 31-1423126 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $7,058,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.D. Management Company
- EIN
- 31-1423126
- Plan number
- 001
- Plan type
- 2
- Location
- Worthington, OH
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $7,058,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241015112723NAL0014486403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,058,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,058,951
- Net assets (BOY)
- $5,887,443
Income & contributions
- Employer contributions
- $211,962
- Participant contributions
- $332,586
- Total contributions
- $544,548
- Total income / additions
- $1,351,026
Expenses & distributions
- Benefits paid
- $142,015
- Administrative expenses
- $37,503
- Total expenses
- $179,518
- Net increase / (decrease)
- $1,171,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Huntington National Bank | ADVISOR | $19,318 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $18,104 | $0 | 2023 |