2023 Form 5500 filing — Lund Food Holdings, 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 20241015113420NAL0029417793001) for Lund Food Holdings, Inc. 401(K) Profit Sharing Plan, reported by Lund Food Holdings, Inc. under EIN 41-1865892 and plan number 001. It reports 1,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113420NAL0029417793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lund Food Holdings, Inc.
- EIN
- 41-1865892
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 1,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,559,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,559,797
- Employer contributions
- $1,653,514
- Participant contributions
- $2,529,219
- Total income / additions
- $16,499,061
- Benefits paid
- $8,353,114
- Administrative expenses
- $141,852
- Total expenses
- $8,501,700
- Net increase / (decrease)
- $7,997,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $79,547 | $0 |
| Empower Advisory Group, LLC | NONE | $62,305 | not reported in the loaded dataset |