2023 Form 5500 filing — Lindsey Systems 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 20241008135742NAL0017739777001) for Lindsey Systems 401(K) Plan, reported by Lindsey Manufacturing Co. Dba Lindsey Systems under EIN 95-2225040 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135742NAL0017739777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lindsey Manufacturing Co. Dba Lindsey Systems
- EIN
- 95-2225040
- Plan number
- 002
- Location
- Azusa, CA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,065,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,065,161
- Employer contributions
- $78,885
- Participant contributions
- $441,218
- Total income / additions
- $1,101,607
- Benefits paid
- $260,224
- Administrative expenses
- $7,951
- Total expenses
- $268,175
- Net increase / (decrease)
- $833,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $7,951 | $0 |
| Us Bancorp Advisors, LLC | ADVISOR | $0 | $0 |