Laramar Consolidated Group 401(K) Plan — Form 5500 plan (The Laramar Group, 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, Laramar Consolidated Group 401(K) Plan is a benefit plan reported by The Laramar Group, LLC under EIN 36-4425080 and plan number 002. The latest loaded filing year is 2023. The filing reports 668 participants and $18,395,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Laramar Group, LLC
- EIN
- 36-4425080
- Plan number
- 002
- Plan type
- 3
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $18,395,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20241008120309NAL0008314099001 |
| 2023 | 740 | H, C | 20240812140713NAL0016264944001 |
| 2023 | 768 | H, C | 20240812140801NAL0016265136001 |
| 2023 | 678 | H, C | 20240812140802NAL0016265168001 |
| 2023 | 711 | H, C | 20240812140803NAL0005202947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,903,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,903,275
- Net assets (BOY)
- $26,678,381
Income & contributions
- Employer contributions
- $395,375
- Participant contributions
- $1,094,504
- Total contributions
- $1,515,858
- Total income / additions
- $6,156,929
Expenses & distributions
- Benefits paid
- $5,820,177
- Administrative expenses
- $111,858
- Total expenses
- $5,932,035
- Net increase / (decrease)
- $224,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,138 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,398 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,471 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,505 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,560 | $0 | 2023 |
| Ima Wealth Inc | INVESTMENT ADVISORY | $37,387 | $113 | 2023 |
| Ima Wealth Inc | INVESTMENT ADVISORY | $29,936 | $127 | 2023 |
| Ima Wealth Inc | INVESTMENT ADVISORY | $29,964 | $36 | 2023 |
| Truenorth Inc. | INVESTMENT ADVISORY | $29,985 | $15 | 2023 |
| Truenorth Inc. | INVESTMENT ADVISORY | $29,961 | $24 | 2023 |
| Ima Wealth Inc | OTHER SERVICES | $0 | $9,574 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Laramar Group, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Principal Life Insurance Company — Schedule C compensation
- Ima Wealth Inc — Schedule C compensation
- Truenorth Inc. — Schedule C compensation