L & M Supply Retirement Savings Plan — Form 5500 plan (L & M Supply, 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, L & M Supply Retirement Savings Plan is a benefit plan reported by L & M Supply, Inc. under EIN 41-0856419 and plan number 001. The latest loaded filing year is 2023. The filing reports 780 participants and $35,126,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L & M Supply, Inc.
EIN
41-0856419
Plan number
001
Plan type
2
Location
Grand Rapids, MN
Latest filing year
2023
Participants
780
End-of-year plan assets
$35,126,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023780H, C20250820112047NAL0003178817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,126,917
Total liabilities (EOY)
$0
Net assets (EOY)
$35,126,917
Net assets (BOY)
$30,485,157

Income & contributions

Employer contributions
$1,800,471
Participant contributions
$1,979,387
Total contributions
$4,059,298
Total income / additions
$8,798,725

Expenses & distributions

Benefits paid
$4,027,453
Administrative expenses
$129,331
Total expenses
$4,156,965
Net increase / (decrease)
$4,641,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$129,331$02023
Mma Securites LLCINVESTMENT ADVISORY$0$44,1052023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages