2023 Form 5500 filing — Lindal North America, Inc 401k 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 20241015084458NAL0027860017001) for Lindal North America, Inc 401k Plan, reported by Lindal North America, Inc under EIN 20-5937310 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084458NAL0027860017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lindal North America, Inc
- EIN
- 20-5937310
- Plan number
- 001
- Location
- Columbus, IN
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,526,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,526,645
- Employer contributions
- $191,399
- Participant contributions
- $266,668
- Total income / additions
- $819,704
- Benefits paid
- $659,543
- Administrative expenses
- $17,231
- Total expenses
- $677,467
- Net increase / (decrease)
- $142,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Invest. Advisory | INVESTMENT/FINANCIAL ADVI | $11,909 | $0 |
| Adp, Inc. | RECORD KEEPER | $5,320 | $0 |