Larry Blumberg & Associates, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023, when $9.90 million was transferred out of the plan. Assets moved to the ADAMS KEEGAN RETIREMENT SAVINGS PLAN (sponsored by ADAMS KEEGAN INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the ADAMS KEEGAN RETIREMENT SAVINGS PLAN →Larry Blumberg & Associates, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
Larry Blumberg & Associates, Inc. 401(k) Plan Facts (plan year 2023)
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Apr 30, 2023), filed Jan 23, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $432,841 went into the plan in contributions, $91,984 of it from the employer (21%).
- $347,345 was paid out to participants.
- Investment and other income added $492,342.
How the Larry Blumberg & Associates, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 1,505 | $6.23 million | $308,635 | $681,345 |
| 2019 | 1,628 | $8.54 million | $328,690 | $668,740 |
| 2020 | 1,344 | $9.10 million | $82,627 | $1.53 million |
| 2021 | 1,349 | $10.6 million | $136,137 | $561,402 |
| 2022 | 1,444 | $9.38 million | $380,698 | $1.01 million |
| 2023 (final) | 1,697 | $0 | $91,984 | $347,345 |
Larry Blumberg & Associates, Inc. 401(k) Contact Information
Questions about the Larry Blumberg & Associates, Inc. 401(k)
Is the Larry Blumberg & Associates, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the ADAMS KEEGAN RETIREMENT SAVINGS PLAN.
Does Larry Blumberg & Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $91,984, 21% of all contributions.
Does the Larry Blumberg & Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Larry Blumberg & Associates, Inc 401(k) plan?
1,697 participants at the start of plan year 2023.
Who manages the Larry Blumberg & Associates, Inc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.