2023 Form 5500 filing — Linedata Services 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 20240924131522NAL0004714019001) for Linedata Services 401(K) Plan, reported by Linedata Services, Inc. under EIN 04-2905489 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924131522NAL0004714019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linedata Services, Inc.
- EIN
- 04-2905489
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,804,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,804,923
- Employer contributions
- $639,577
- Participant contributions
- $2,384,873
- Total income / additions
- $12,328,493
- Benefits paid
- $3,094,818
- Administrative expenses
- -$14,232
- Total expenses
- $3,080,586
- Net increase / (decrease)
- $9,247,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $36,572 | not reported in the loaded dataset |
| Triad Advisors LLC | ADVISOR | $0 | $7,514 |
| Fidelity Investments Institutional | RECORDKEEPER | -$50,804 | $0 |