· 2022–2024 · DOL EFAST2

LMK WEALTH MANAGEMENT LLC — LMK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240517072553NAL0071481602001

LMK WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

LMK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LMK WEALTH MANAGEMENT LLC

EIN

42-1715728all filings

Address

1001 N US 1 SUITE 101 · JUPITER, FL · 33477

Phone

(772) 283-3403

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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