Litigation Management 401(K) Plan — Form 5500 plan (Litigation Management, 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, Litigation Management 401(K) Plan is a benefit plan reported by Litigation Management, Inc. under EIN 34-1433351 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $5,105,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Litigation Management, Inc.
- EIN
- 34-1433351
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterland, OH
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $5,105,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241014100947NAL0026988001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,105,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,105,360
- Net assets (BOY)
- $4,796,296
Income & contributions
- Employer contributions
- $40,034
- Participant contributions
- $332,909
- Total contributions
- $375,360
- Total income / additions
- $1,100,038
Expenses & distributions
- Benefits paid
- $749,987
- Administrative expenses
- $40,987
- Total expenses
- $790,974
- Net increase / (decrease)
- $309,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $19,607 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,438 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,942 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Litigation Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Chesterland, OH
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation