L & M GROUP, LTD has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: L & M GROUP, LTD 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-15 | 46 |
| Total number of particpants at end of year | 2025-09-15 | 51 |
| Number of Participants With Account Balances | 2025-09-15 | 47 |
| 2024: L & M GROUP, LTD 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-03-22 | 48 |
| Total number of particpants at end of year | 2024-03-22 | 46 |
| Number of Participants With Account Balances | 2024-03-22 | 41 |
| 2022: L & M GROUP, LTD 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-02 | 46 |
| Total number of particpants at end of year | 2022-06-02 | 46 |
| Number of Participants With Account Balances | 2022-06-02 | 42 |
| 2011: L & M GROUP, LTD 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
| Total of all active and inactive participants | 2011-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 57 |
| Number of participants with account balances | 2011-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2009: L & M GROUP, LTD 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 12 |
| Total of all active and inactive participants | 2009-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 66 |
| Number of participants with account balances | 2009-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2025 : L & M GROUP, LTD 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-15 | 220286 |
| Net assets as of the end of the plan year | 2025-09-15 | 7090423 |
| Total assets as of the beginning of the plan year | 2025-09-15 | 5866556 |
| Value of plan covered by a fidelity bond | 2025-09-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-15 | 342102 |
| Value of participant loans at end of plan year | 2025-09-15 | 60858 |
| Other contributions to plan in this plan year | 2025-09-15 | 76215 |
| Other income to plan in this plan year | 2025-09-15 | 925978 |
| Plan net income in this plan year | 2025-09-15 | 1223867 |
| Net assets as of the end of the plan year | 2025-09-15 | 7090423 |
| Net assets as of the beginning of the plan year | 2025-09-15 | 5866556 |
| Employer contributions to plan in this plan year | 2025-09-15 | 99858 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-15 | 16948 |
| 2024 : L & M GROUP, LTD 401K PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-03-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-22 | 312308 |
| Net assets as of the end of the plan year | 2024-03-22 | 5866556 |
| Total assets as of the beginning of the plan year | 2024-03-22 | 4819299 |
| Value of plan covered by a fidelity bond | 2024-03-22 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-22 | 339345 |
| Value of participant loans at end of plan year | 2024-03-22 | 87276 |
| Other expenses paid from plan in this plan year | 2024-03-22 | 0 |
| Other contributions to plan in this plan year | 2024-03-22 | 25707 |
| Other income to plan in this plan year | 2024-03-22 | 903760 |
| Plan net income in this plan year | 2024-03-22 | 1047257 |
| Net assets as of the end of the plan year | 2024-03-22 | 5866556 |
| Net assets as of the beginning of the plan year | 2024-03-22 | 4819299 |
| Employer contributions to plan in this plan year | 2024-03-22 | 90753 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-22 | 14662 |
| 2022 : L & M GROUP, LTD 401K PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 501578 |
| Net assets as of the end of the plan year | 2022-06-02 | 5233880 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 4566808 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 400000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 304985 |
| Value of participant loans at end of plan year | 2022-06-02 | 177025 |
| Other contributions to plan in this plan year | 2022-06-02 | 28417 |
| Other income to plan in this plan year | 2022-06-02 | 743837 |
| Plan net income in this plan year | 2022-06-02 | 667072 |
| Net assets as of the end of the plan year | 2022-06-02 | 5233880 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 4566808 |
| Employer contributions to plan in this plan year | 2022-06-02 | 91411 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 12379 |
| 2011 : L & M GROUP, LTD 401K PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $171,490 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $285,678 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $269,404 |
| Total plan assets at end of year | 2011-12-31 | $2,224,627 |
| Total plan assets at beginning of year | 2011-12-31 | $2,338,815 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $192,056 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $423 |
| Other income received | 2011-12-31 | $-84,974 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-114,188 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,224,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,338,815 |
| Assets. Value of participant loans | 2011-12-31 | $27,162 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $63,985 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $16,274 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : L & M GROUP, LTD 401K PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $541,417 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $75,017 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $59,424 |
| Total plan assets at end of year | 2010-12-31 | $2,338,815 |
| Total plan assets at beginning of year | 2010-12-31 | $1,872,415 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $174,009 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $306,115 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $466,400 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,338,815 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,872,415 |
| Assets. Value of participant loans | 2010-12-31 | $16,456 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $61,293 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $15,593 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : L & M GROUP, LTD 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
