Lmi 2.0, LLC 401(K) Plan — Form 5500 plan (Lmi 2.0, 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, Lmi 2.0, LLC 401(K) Plan is a benefit plan reported by Lmi 2.0, LLC under EIN 85-2787548 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $7,366,093 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lmi 2.0, LLC
EIN
85-2787548
Plan number
001
Plan type
3
Location
Doral, FL
Latest filing year
2023
Participants
143
End-of-year plan assets
$7,366,093

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241015143946NAL0016649859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,366,093
Total liabilities (EOY)
$0
Net assets (EOY)
$7,366,093
Net assets (BOY)
$6,223,633

Income & contributions

Employer contributions
$231,509
Participant contributions
$356,897
Total contributions
$588,406
Total income / additions
$1,788,224

Expenses & distributions

Benefits paid
$616,440
Administrative expenses
$31,267
Total expenses
$647,707
Net increase / (decrease)
$1,140,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,267$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages