2023 Form 5500 filing — Linden Research Inc. 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 20241014182230NAL0013735987001) for Linden Research Inc. 401(K) Profit Sharing Plan, reported by Linden Research Inc. under EIN 94-3364615 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).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.3MReported net assets$35,306,109

Participants326

Provider compensation$52.1K2 Schedule C row(s)$52,146

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014182230NAL0013735987001
Plan sponsor: Linden Research Inc.
EIN: 94-3364615
Plan number: 001
Location: San Francisco, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.3M total assets

Net assets$35.3MLiabilities$17

Money in vs. money out

Total income / additions$9.6M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$1M

Participant$2.5M

Full reported line items

Total assets (EOY): $35,306,126
Total liabilities (EOY): $17
Net assets (EOY): $35,306,109
Employer contributions: $1,037,485
Participant contributions: $2,497,667
Total income / additions: $9,573,027
Benefits paid: $2,145,450
Administrative expenses: $52,146
Total expenses: $2,197,596
Net increase / (decrease): $7,375,431

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$40.1K
RECORDKEEPER · Direct $40.1K · Indirect $0
2
Strategic Advisors, Inc.$12K
ADVISOR · Direct $12K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014182230NAL0013735987001 cover?: It is the 2023 Form 5500 filing for Linden Research Inc. 401(K) Profit Sharing Plan, reported by Linden Research Inc. (EIN 94-3364615).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).