Lindy Property Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lindy Property Management (EIN 23-2879335) is a plan sponsor located in Jenkintown, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2879335
Location
Jenkintown, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,572,481
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,572,481

Contributions & income

Employer contributions
$298,470
Participant contributions
$436,363
Total income / additions
$1,642,574

Expenses & distributions

Benefits paid / distributions
$425,141
Total expenses
$426,556
Net increase / (decrease)
$1,216,018

Coverage

Total reported participants
301
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lindy Property Management plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lindy Property Management 401(K) Plan001191$6,572,4812023
Lindy Property Management Welfare Benefit Plan501110not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lindy Property Management
YearPlanParticipantsSchedulesFiling
2023Lindy Property Management 401(K) Plan191H20241011140733NAL0010999939001
2023Lindy Property Management Welfare Benefit Plan11020241016131947NAL0031847153001
2023Lindy Property Management Welfare Benefit Plan11020241016132255NAL0017792051001
2023Lindy Property Management Welfare Benefit Plan15520250731135041NAL0003117027001

Related Form 5500 pages