Lmt Onsrud Lp Retirement Savings Plan — Form 5500 plan (Lmt Onsrud Lp)
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, Lmt Onsrud Lp Retirement Savings Plan is a benefit plan reported by Lmt Onsrud Lp under EIN 52-2136091 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $18,970,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lmt Onsrud Lp
- EIN
- 52-2136091
- Plan number
- 002
- Plan type
- 2
- Location
- Waukegan, IL
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $18,970,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241010141712NAL0021204849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,970,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,970,170
- Net assets (BOY)
- $16,767,192
Income & contributions
- Employer contributions
- $546,847
- Participant contributions
- $1,109,593
- Total contributions
- $1,979,846
- Total income / additions
- $4,598,934
Expenses & distributions
- Benefits paid
- $2,330,177
- Administrative expenses
- $65,779
- Total expenses
- $2,395,956
- Net increase / (decrease)
- $2,202,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Iinvestment Advisors LLC | ADVISOR | $34,559 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants | RECORDKEEPER | $30,908 | not reported in the loaded dataset | 2023 |