Lbmc, Pc 401(k) Plan: Login, Facts & Contact Information

Lbmc, Pc 401(k) Plan Facts

Plan name
LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
LBMC, PC
Participants
802 (593 active employees)
Former employees with a balance
213
Plan assets
$85,720,410 at Dec 31, 2024
Average account balance
$113,237 across 757 accounts
Employer contributions
$2,937,553 in plan year 2024 (34% of all contributions)
Recordkeeper
The Retirement Plan Company, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1985
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.62 million went into the plan in contributions, $2.94 million of it from the employer (34%).
  • $12.2 million was paid out to participants.
  • Investment and other income added $12.2 million.
  • Administrative expenses were $131,930, about $174 per account.

How the Lbmc, Pc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019481$53.1 million$1.83 million$2.19 million
2020548$71.1 million$2.00 million$3.49 million
2021564$64.0 million$2.16 million$8.62 million
2022646$68.0 million$2.68 million$3.38 million
2023691$77.1 million$1.66 million$3.33 million
2024802$85.7 million$2.94 million$12.2 million

Lbmc, Pc 401(k) Contact Information

Phone
615-377-4600
Mailing address
201 FRANKLIN ROAD PO BOX 1869, BRENTWOOD TN 37027
Plan sponsor
LBMC, PC
Employer identification number (EIN)
62-1199757
Plan number
001

Questions about the Lbmc, Pc 401(k)

Does Lbmc, Pc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $2.94 million in employer contributions for plan year 2024.

Does the Lbmc, Pc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lbmc, Pc 401(k) plan?

802 participants at the start of plan year 2024, 593 of them active employees, and 213 former employees who still had money in the plan.

What is the average 401(k) balance at Lbmc, Pc?

About $113,237 per account: $85.7 million in plan assets across 757 accounts with a balance at the end of plan year 2024.

Who manages the Lbmc, Pc 401(k) accounts?

THE RETIREMENT PLAN COMPANY, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lbmc, Pc. How do I access my 401(k)?

Your account stays with THE RETIREMENT PLAN COMPANY, LLC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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