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, Lindblad Expeditions, Inc 401(K) Plan is a benefit plan reported by Lindblad Expeditions, Inc under EIN 13-2991368 and plan number 002. The latest loaded filing year is 2023. The filing reports 776 participants and $40,057,240 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,057,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,057,240
- Net assets (BOY)
- $32,085,701
Income & contributions
- Employer contributions
- $599,831
- Participant contributions
- $3,198,455
- Total contributions
- $3,886,099
- Total income / additions
- $10,639,047
Expenses & distributions
- Benefits paid
- $2,526,444
- Administrative expenses
- $141,064
- Total expenses
- $2,667,508
- Net increase / (decrease)
- $7,971,539