L&M Family Of Companies 401(K) And Profit Sharing Plan — Form 5500 plan (L&M Companies, 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 Family Of Companies 401(K) And Profit Sharing Plan is a benefit plan reported by L&M Companies, Inc. under EIN 56-0811549 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $45,566,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
L&M Companies, Inc.
EIN
56-0811549
Plan number
001
Plan type
3
Location
Raleigh, NC
Latest filing year
2023
Participants
275
End-of-year plan assets
$45,566,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20250501101831NAL0003064881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,566,338
Total liabilities (EOY)
$0
Net assets (EOY)
$45,566,338
Net assets (BOY)
$39,094,757

Income & contributions

Employer contributions
$1,049,516
Participant contributions
$1,310,558
Total contributions
$2,595,715
Total income / additions
$8,315,007

Expenses & distributions

Benefits paid
$1,762,629
Administrative expenses
$80,797
Total expenses
$1,843,426
Net increase / (decrease)
$6,471,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$49,073$02023
Investment Research & AdINVESTMENT ADVISORY$24,000not reported in the loaded dataset2023
Investment Research & AdINVESTMENT ADVISORY$7,729not reported in the loaded dataset2023

Related Form 5500 pages