L & F Distributors 401(K) Plan — Form 5500 plan (L & F Distributors, 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, L & F Distributors 401(K) Plan is a benefit plan reported by L & F Distributors, LLC under EIN 74-2200646 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,470 participants and $27,975,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L & F Distributors, LLC
- EIN
- 74-2200646
- Plan number
- 001
- Plan type
- 2
- Location
- Mcallen, TX
- Latest filing year
- 2023
- Participants
- 1,470
- End-of-year plan assets
- $27,975,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,470 | H, C | 20240515144603NAL0021824739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,975,161
- Total liabilities (EOY)
- $78,065
- Net assets (EOY)
- $27,897,096
- Net assets (BOY)
- $23,632,810
Income & contributions
- Employer contributions
- $993,264
- Participant contributions
- $1,616,538
- Total contributions
- $2,908,519
- Total income / additions
- $6,838,326
Expenses & distributions
- Benefits paid
- $2,377,649
- Administrative expenses
- $126,917
- Total expenses
- $2,574,040
- Net increase / (decrease)
- $4,264,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $59,330 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $52,073 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,514 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L & F Distributors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mcallen, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation