Landpoint, LLC 401(K) Plan — Form 5500 plan (Landpoint, 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, Landpoint, LLC 401(K) Plan is a benefit plan reported by Landpoint, LLC under EIN 71-0765746 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $4,059,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Landpoint, LLC
EIN
71-0765746
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
308
End-of-year plan assets
$4,059,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241015161234NAL0015053395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,059,683
Total liabilities (EOY)
$215
Net assets (EOY)
$4,059,468
Net assets (BOY)
$3,469,619

Income & contributions

Employer contributions
$131,131
Participant contributions
$416,253
Total contributions
$607,505
Total income / additions
$1,099,813

Expenses & distributions

Benefits paid
$485,670
Administrative expenses
$24,294
Total expenses
$509,964
Net increase / (decrease)
$589,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acuff & Associates IncCONTRACT ADMIN$6,574$1,1782023
Edward D Jones & CoINVESTMENT ADVISORY$6,512not reported in the loaded dataset2023

Related Form 5500 pages