Michael Lindstrom Associates Architects LLC 401(K) Plan — Form 5500 plan (Michael Lindstrom Associates Architects, LLC)

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, Michael Lindstrom Associates Architects LLC 401(K) Plan is a benefit plan reported by Michael Lindstrom Associates Architects, LLC under EIN 20-5979206 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $3,389,135 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.4MPlan net assets, end of year$3,389,135
Participants24Covered participants reported
Assets / participant$141.2KComputed: assets ÷ participants$141,214 (computed)
Provider compensationNone reported
Plan sponsor
Michael Lindstrom Associates Architects, LLC
EIN
20-5979206
Plan number
001
Plan type
2
Location
Brookline, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324I20240507142124NAL0014249139001
Schedule I · 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)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$550.2K
Total expenses$134.5K
Benefits paid / distributions$119.6K
Contributions
Employer$36.1K
Participant$105.2K
Full reported line items

Net assets

Total assets (EOY)
$3,389,135
Total liabilities (EOY)
$0
Net assets (EOY)
$3,389,135
Net assets (BOY)
$2,973,411

Income & contributions

Employer contributions
$36,056
Participant contributions
$105,168
Total income / additions
$550,184

Expenses & distributions

Benefits paid
$119,584
Administrative expenses
$14,876
Total expenses
$134,460
Net increase / (decrease)
$415,724
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.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages