2023 Form 5500 filing — Lindblad Expeditions, Inc 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 20240906100128NAL0000940849001) for Lindblad Expeditions, Inc 401(K) Plan, reported by Lindblad Expeditions, Inc under EIN 13-2991368 and plan number 002. It reports 776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906100128NAL0000940849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lindblad Expeditions, Inc
- EIN
- 13-2991368
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,057,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,057,240
- Employer contributions
- $599,831
- Participant contributions
- $3,198,455
- Total income / additions
- $10,639,047
- Benefits paid
- $2,526,444
- Administrative expenses
- $141,064
- Total expenses
- $2,667,508
- Net increase / (decrease)
- $7,971,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $79,427 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $61,637 | $0 |