Original filing (PDF)20240119220016NAL0008011696006

L&M CAPITAL GROUP 18112

Name: L&M CAPITAL GROUP 18112 — L&M CAPITAL GROUP 18112 401(K) PLAN, Form 5500 (2023)
Creator: L&M CAPITAL GROUP 18112

Form 5500-SF

FILING_RECEIVED

L&M CAPITAL GROUP 18112 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L&M CAPITAL GROUP 18112.

Plan sponsor

Name

L&M CAPITAL GROUP 18112

EIN

82-1226873

Address

8713 64TH ST NE · MARYSVILLE, WA · 98270

Phone

—

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-25

Filed

2024-01-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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