Lund Food Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lund Food Holdings, 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, Lund Food Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lund Food Holdings, Inc. under EIN 41-1865892 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,038 participants and $73,559,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lund Food Holdings, Inc.
EIN
41-1865892
Plan number
001
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
1,038
End-of-year plan assets
$73,559,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,038H, C20241015113420NAL0029417793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,559,797
Total liabilities (EOY)
$0
Net assets (EOY)
$73,559,797
Net assets (BOY)
$64,909,543

Income & contributions

Employer contributions
$1,653,514
Participant contributions
$2,529,219
Total contributions
$4,207,016
Total income / additions
$16,499,061

Expenses & distributions

Benefits paid
$8,353,114
Administrative expenses
$141,852
Total expenses
$8,501,700
Net increase / (decrease)
$7,997,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaNONE$79,547$02023
Empower Advisory Group, LLCNONE$62,305not reported in the loaded dataset2023

Related Form 5500 pages