The Lund Company — 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, The Lund Company (EIN 47-0767990) is a plan sponsor located in Omaha, NE 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
47-0767990
Location
Omaha, NE
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,822,267
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,822,267

Contributions & income

Employer contributions
$315,199
Participant contributions
$1,349,610
Total income / additions
$3,461,725

Expenses & distributions

Benefits paid / distributions
$424,470
Total expenses
$495,017
Net increase / (decrease)
$2,966,708

Coverage

Total reported participants
797
Plans with financial statements
1
Plans with provider compensation
1

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

The Lund Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Lund Company 401(K) Savings Plan001442$11,822,2672023
Employee Benefits Plan501355not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Lund Company
YearPlanParticipantsSchedulesFiling
2023Employee Benefits Plan35520240822093532NAL0004960017001
2023The Lund Company 401(K) Savings Plan442H, C20240917053051NAL0001002179001

Related Form 5500 pages