How big is LM Capital Group, LLC's plan?

LM Capital Group, LLC's plan reported $9.1M in assets and 19 participants for 2024.

Original filing (PDF)20251001143109NAL0005977411001

LM Capital Group, LLC

Name: LM Capital Group, LLC — LM Capital Group, LLC 401(k), Form 5500 (2024)
Creator: LM Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LM Capital Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · LM Capital Group, LLC's LM Capital Group, LLC 401(k) Profit Sharing Plan held $9.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

Plan identifiers

LM Capital Group, LLC's EIN is 30-0057833.

EIN 30-0057833

Plan number 001

Plan year 2024

ACK ID 20251001143109NAL0005977411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LM Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LM Capital Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LM CAPITAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score