2023 Form 5500 filing — The Preferred Group 401(K) Retirement 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 20240815125720NAL0007502147001) for The Preferred Group 401(K) Retirement Plan, reported by Lineage Logistics Holdings, LLC under EIN 30-0707700 and plan number 001. It reports 1,754 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
Participants1.8K1,754
Provider compensation$90K3 Schedule C row(s)$89,996
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240815125720NAL0007502147001
Plan sponsor
Lineage Logistics Holdings, LLC
EIN
30-0707700
Plan number
001
Location
Novi, MI
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$2.3M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$2,259,438
Benefits paid
$2,793,317
Administrative expenses
$80,462
Total expenses
$2,873,779
Net increase / (decrease)
-$614,341
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $46.4K · Indirect $0
  2. 2
    NONE · Direct $28.5K
  3. 3
    NONE · Direct $15.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815125720NAL0007502147001 cover?
It is the 2023 Form 5500 filing for The Preferred Group 401(K) Retirement Plan, reported by Lineage Logistics Holdings, LLC (EIN 30-0707700).
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).

Related Form 5500 pages