2023 Form 5500 filing — Linn Gear Co., Inc. Profit Sharing & 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 20240906104109NAL0002153986001) for Linn Gear Co., Inc. Profit Sharing & 401(K) Plan, reported by Linn Gear Company, Inc. under EIN 93-0457345 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906104109NAL0002153986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linn Gear Company, Inc.
- EIN
- 93-0457345
- Plan number
- 001
- Location
- Lebanon, OR
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,679,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,679,766
- Employer contributions
- $11,956
- Participant contributions
- $255,838
- Total income / additions
- $1,309,330
- Benefits paid
- $1,497,632
- Administrative expenses
- $32,844
- Total expenses
- $1,530,476
- Net increase / (decrease)
- -$221,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $17,203 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,980 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $661 | not reported in the loaded dataset |