2023 Form 5500 filing — Larkin,Hoffman,Daly & Lindgren, Ltd. Profit Sharing Plan And Trust
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 20240903132815NAL0010576883001) for Larkin,Hoffman,Daly & Lindgren, Ltd. Profit Sharing Plan And Trust, reported by Larkin Hoffman Daly & Lindgren Ltd under EIN 41-0953357 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903132815NAL0010576883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Larkin Hoffman Daly & Lindgren Ltd
- EIN
- 41-0953357
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,673,634
- Total liabilities (EOY)
- $470
- Net assets (EOY)
- $97,673,164
- Employer contributions
- $1,474,873
- Participant contributions
- $1,980,586
- Total income / additions
- $19,849,221
- Benefits paid
- $14,163,064
- Administrative expenses
- $131,054
- Total expenses
- $14,294,118
- Net increase / (decrease)
- $5,555,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,709 | $0 |
| Advanced Capital Group | INVESTMENT ADVISORY | $34,500 | not reported in the loaded dataset |
| Advanced Capital Group | INVESTMENT ADVISORY | $23,000 | not reported in the loaded dataset |