2023 Form 5500 filing — Lindengrove, Inc. Tda Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240412124605NAL0002258017001) for Lindengrove, Inc. Tda Retirement Savings Plan, reported by Lindengrove, Inc. under EIN 39-1574684 and plan number 002. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants558

Provider compensation$17.4K4 Schedule C row(s)$17,368

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240412124605NAL0002258017001
Plan sponsor: Lindengrove, Inc.
EIN: 39-1574684
Plan number: 002
Location: New Berlin, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions-$31.7K

Total expenses$3.3M

Benefits paid / distributions$3.3M

Full reported line items

Total assets (EOY): $0
Net assets (EOY): $0
Total income / additions: -$31,685
Benefits paid: $3,302,536
Administrative expenses: $21,219
Total expenses: $3,323,755
Net increase / (decrease): -$3,355,440

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Baker Tilly Us, Llp$16.6K
AUDITOR · Direct $16.6K
2
Transamerica Retirement Solutions$799
RECORD KEEPER · Direct $799 · Indirect $0
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0
4
Mid Atlantic Capital Corporation$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240412124605NAL0002258017001 cover?: It is the 2023 Form 5500 filing for Lindengrove, Inc. Tda Retirement Savings Plan, reported by Lindengrove, Inc. (EIN 39-1574684).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).