2023 Form 5500 filing — Linear Controls, 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 20240923152745NAL0023844722001) for Linear Controls, Inc. 401(K) Plan, reported by Linear Controls, Inc. under EIN 20-2066412 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923152745NAL0023844722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linear Controls, Inc.
- EIN
- 20-2066412
- Plan number
- 001
- Location
- Lafayette, LA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,345,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,345,909
- Employer contributions
- $313,874
- Participant contributions
- $585,606
- Total income / additions
- $1,960,936
- Benefits paid
- $963,999
- Administrative expenses
- $35,506
- Total expenses
- $999,505
- Net increase / (decrease)
- $961,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $41,931 | $13,251 |
| Cetera Advisors, LLC | NONE | $0 | $29,565 |
| Brinker Capital Investments | NONE | $25,749 | not reported in the loaded dataset |
| Sentinel Pension LLC | TPA | $14,044 | $4,828 |