2023 Form 5500 filing — Allen Lund Company, LLC 401(K) Profit Sharing 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 20240910113849NAL0011488882001) for Allen Lund Company, LLC 401(K) Profit Sharing Plan, reported by Allen Lund Company, LLC under EIN 95-3301897 and plan number 001. It reports 735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910113849NAL0011488882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Lund Company, LLC
- EIN
- 95-3301897
- Plan number
- 001
- Location
- Lacanada, CA
- Participants
- 735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,578,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,578,600
- Employer contributions
- $2,128,818
- Participant contributions
- $5,677,495
- Total income / additions
- $24,684,898
- Benefits paid
- $6,371,922
- Administrative expenses
- $102,057
- Total expenses
- $6,473,979
- Net increase / (decrease)
- $18,210,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $89,743 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,314 | $0 |