Linear Controls, Inc. 401(K) Plan — Form 5500 plan (Linear Controls, 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, Linear Controls, Inc. 401(K) Plan is a benefit plan reported by Linear Controls, Inc. under EIN 20-2066412 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $8,345,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Linear Controls, Inc.
- EIN
- 20-2066412
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette, LA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $8,345,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20240923152745NAL0023844722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,345,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,345,909
- Net assets (BOY)
- $7,384,478
Income & contributions
- Employer contributions
- $313,874
- Participant contributions
- $585,606
- Total contributions
- $918,936
- Total income / additions
- $1,960,936
Expenses & distributions
- Benefits paid
- $963,999
- Administrative expenses
- $35,506
- Total expenses
- $999,505
- Net increase / (decrease)
- $961,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $41,931 | $13,251 | 2023 |
| Cetera Advisors, LLC | NONE | $0 | $29,565 | 2023 |
| Brinker Capital Investments | NONE | $25,749 | not reported in the loaded dataset | 2023 |
| Sentinel Pension LLC | TPA | $14,044 | $4,828 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Linear Controls, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Lafayette, LA
- Nationwide — Schedule C compensation
- Cetera Advisors, LLC — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation
- Sentinel Pension LLC — Schedule C compensation