2023 Form 5500 filing — The Lund Company 401(K) Savings 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 20240917053051NAL0001002179001) for The Lund Company 401(K) Savings Plan, reported by The Lund Company under EIN 47-0767990 and plan number 001. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917053051NAL0001002179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lund Company
- EIN
- 47-0767990
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,822,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,822,267
- Employer contributions
- $315,199
- Participant contributions
- $1,349,610
- Total income / additions
- $3,461,725
- Benefits paid
- $424,470
- Administrative expenses
- $70,547
- Total expenses
- $495,017
- Net increase / (decrease)
- $2,966,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,587 | $0 |
| Silverstone Asset Management Inc | INVESTMENT ADVISORY | $0 | $19,502 |
| Ascensus | CONTRACT ADMINISTRATOR | $13,185 | not reported in the loaded dataset |
| Morningstart Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |