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, Larkin,Hoffman,Daly & Lindgren, Ltd. Profit Sharing Plan And Trust is a benefit plan reported by Larkin Hoffman Daly & Lindgren Ltd under EIN 41-0953357 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $97,673,634 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,673,634
- Total liabilities (EOY)
- $470
- Net assets (EOY)
- $97,673,164
- Net assets (BOY)
- $92,118,061
Income & contributions
- Employer contributions
- $1,474,873
- Participant contributions
- $1,980,586
- Total contributions
- $3,579,607
- Total income / additions
- $19,849,221
Expenses & distributions
- Benefits paid
- $14,163,064
- Administrative expenses
- $131,054
- Total expenses
- $14,294,118
- Net increase / (decrease)
- $5,555,103