2023 Form 5500 filing — Lingerfelt Development 401(K) 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 20240829131203NAL0013122209001) for Lingerfelt Development 401(K) Plan, reported by Lingerfelt Development, LLC under EIN 20-4004756 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,352,329
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829131203NAL0013122209001
Plan sponsor
Lingerfelt Development, LLC
EIN
20-4004756
Plan number
001
Location
Richmond, VA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$761.4K
Total expenses$95.9K
Benefits paid / distributions$95.8K
Contributions
Employer$72.2K
Participant$165.2K
Full reported line items
Total assets (EOY)
$3,352,329
Total liabilities (EOY)
$0
Net assets (EOY)
$3,352,329
Employer contributions
$72,167
Participant contributions
$165,232
Total income / additions
$761,443
Benefits paid
$95,834
Administrative expenses
$75
Total expenses
$95,909
Net increase / (decrease)
$665,534

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829131203NAL0013122209001 cover?
It is the 2023 Form 5500 filing for Lingerfelt Development 401(K) Plan, reported by Lingerfelt Development, LLC (EIN 20-4004756).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages