Lindt & Sprungli (Usa), Inc. 401(K) Plan — Form 5500 plan (Lindt & Sprungli (Usa), Inc.)
Plain-English plan 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, Lindt & Sprungli (Usa), Inc. 401(K) Plan is a benefit plan reported by Lindt & Sprungli (Usa), Inc. under EIN 13-2522202 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,115 participants and $75,724,478 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$75.7MPlan net assets, end of year$75,724,478
Participants1.1KCovered participants reported1,115
Assets / participant$67.9KComputed: assets ÷ participants$67,914 (computed)
Provider compensation$69.8K2 Schedule C provider row(s)$69,816
- Plan sponsor
- Lindt & Sprungli (Usa), Inc.
- EIN
- 13-2522202
- Plan number
- 001
- Plan type
- 2
- Location
- Stratham, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,115 | H, C | 20241015175156NAL0049215904001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$75.7M total assets
Net assets$75.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $75,724,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,724,478
- Net assets (BOY)
- $62,039,765
Income & contributions
- Employer contributions
- $2,363,016
- Participant contributions
- $5,031,111
- Total contributions
- $8,081,951
- Total income / additions
- $20,581,614
Expenses & distributions
- Benefits paid
- $6,829,592
- Administrative expenses
- $69,816
- Total expenses
- $6,896,901
- Net increase / (decrease)
- $13,684,713
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $49,999 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $19,817 | $0 | 2023 |