L&M Services, Incorporated Employee Savings Plan — Form 5500 plan (L&M Services, 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 Services, Incorporated Employee Savings Plan is a benefit plan reported by L&M Services, Inc. under EIN 91-1294894 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $4,910,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L&M Services, Inc.
- EIN
- 91-1294894
- Plan number
- 001
- Plan type
- 2
- Location
- Woodinville, WA
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $4,910,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240725103241NAL0014299953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,910,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,910,903
- Net assets (BOY)
- $3,815,608
Income & contributions
- Employer contributions
- $98,823
- Participant contributions
- $429,805
- Total contributions
- $528,628
- Total income / additions
- $1,270,179
Expenses & distributions
- Benefits paid
- $113,411
- Administrative expenses
- $54,195
- Total expenses
- $174,884
- Net increase / (decrease)
- $1,095,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $17,244 | $0 | 2023 |
| Coldstream Wealth Management | INVESTMENT ADVISOR | $14,926 | $0 | 2023 |
| Brinker Capital Investments, LLC | INVESTMENT MANAGER | $14,340 | $0 | 2023 |
| Sweeney Conrad, P.S. | AUDITOR | $7,685 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for L&M Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Woodinville, WA
- Pcs Retirement LLC — Schedule C compensation
- Coldstream Wealth Management — Schedule C compensation
- Brinker Capital Investments, LLC — Schedule C compensation
- Sweeney Conrad, P.S. — Schedule C compensation