Pete Lien & Sons, Inc. — 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, Pete Lien & Sons, Inc. (EIN 46-0271589) is a plan sponsor located in Rapid City, SD 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
46-0271589
Location
Rapid City, SD
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$50,044,562
Total reported liabilities (EOY)
$18,650
Total reported net assets (EOY)
$50,025,912

Contributions & income

Employer contributions
$1,582,639
Participant contributions
$2,567,285
Total income / additions
$10,481,476

Expenses & distributions

Benefits paid / distributions
$4,631,190
Total expenses
$4,754,553
Net increase / (decrease)
$5,726,923

Coverage

Total reported participants
860
Plans with financial statements
1
Plans with provider compensation
2

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

Pete Lien & Sons, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pete Lien & Sons, Inc. Profit Sharing/401(K) Plan001539$50,044,5622023
Pete Lien & Sons, Inc. Group Insurance Plan501321not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pete Lien & Sons, Inc.
YearPlanParticipantsSchedulesFiling
2023Pete Lien & Sons, Inc. Profit Sharing/401(K) Plan539H, C20240923103613NAL0004103139001
2023Pete Lien & Sons, Inc. Group Insurance Plan321C20250219114506NAL0006908384001

Related Form 5500 pages