2023 Form 5500 filing — Lynch Companies 401(K) Savings 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 20250709165301NAL0013334914001) for Lynch Companies 401(K) Savings Plan, reported by Ldv, Inc. under EIN 39-1281237 and plan number 001. It reports 808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709165301NAL0013334914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ldv, Inc.
- EIN
- 39-1281237
- Plan number
- 001
- Location
- Burlington, WI
- Participants
- 808
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,097,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,097,173
- Employer contributions
- $1,255,642
- Participant contributions
- $4,529,939
- Total income / additions
- $20,327,829
- Benefits paid
- $4,470,646
- Administrative expenses
- $189,735
- Total expenses
- $4,660,381
- Net increase / (decrease)
- $15,667,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,980 | $0 |
| Principal Securities | OTHER SVCS | $0 | $42,871 |
| Ppg Retirement Plan Services | RECORDKEEPER | $15,755 | $21,743 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $16,000 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Mgmt | INVEST ADVICE | $0 | $0 |