2023 Form 5500 filing — Lynch 401(K) Retirement 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 20241219115053NAL0007407344001) for Lynch 401(K) Retirement Plan, reported by J.H. Lynch & Sons, Inc. under EIN 05-0279873 and plan number 002. It reports 129 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)$37.9MReported net assets$37,909,090
Participants129
Provider compensation$71.9K2 Schedule C row(s)$71,868
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241219115053NAL0007407344001
Plan sponsor
J.H. Lynch & Sons, Inc.
EIN
05-0279873
Plan number
002
Location
Cumberland, RI
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)$37.9M total assets
Net assets$37.9MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$472.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$37,909,090
Total liabilities (EOY)
$0
Net assets (EOY)
$37,909,090
Employer contributions
$472,690
Participant contributions
$1,129,996
Total income / additions
$7,905,836
Benefits paid
$4,261,110
Administrative expenses
$72,800
Total expenses
$4,337,543
Net increase / (decrease)
$3,568,293
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $56K
  2. 2
    RECORDKEEPER · Direct $15.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219115053NAL0007407344001 cover?
It is the 2023 Form 5500 filing for Lynch 401(K) Retirement Plan, reported by J.H. Lynch & Sons, Inc. (EIN 05-0279873).
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).

Related Form 5500 pages