Lm Sandler & Sons Inc. Flexible Benefits Plan — Form 5500 plan (Lm Sandler And Sons 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, Lm Sandler & Sons Inc. Flexible Benefits Plan is a benefit plan reported by Lm Sandler And Sons Inc. under EIN 54-1737065 and plan number 502. The latest loaded filing year is 2023. The filing reports 454 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants454Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Lm Sandler And Sons Inc.
EIN
54-1737065
Plan number
502
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H20240725142635NAL0022694032001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$3.1M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$1.1M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,104,155
Participant contributions
$1,979,280
Total contributions
$3,083,435
Total income / additions
$3,083,435

Expenses & distributions

Benefits paid
$3,083,435
Administrative expenses
$0
Total expenses
$3,083,435
Net increase / (decrease)
$0
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Benefits paid ÷ total income100%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages