Lund Food Holdings, Inc. 401(K) 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) Plan is a benefit plan reported by Lund Food Holdings, Inc. under EIN 41-1865892 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,403 participants and $57,179,732 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
004
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
2,403
End-of-year plan assets
$57,179,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,403H, C20241015112632NAL0016229235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,179,732
Total liabilities (EOY)
$0
Net assets (EOY)
$57,179,732
Net assets (BOY)
$49,209,203

Income & contributions

Employer contributions
$3,878,143
Participant contributions
$1,884,938
Total contributions
$5,794,186
Total income / additions
$15,112,844

Expenses & distributions

Benefits paid
$6,280,674
Administrative expenses
$121,717
Total expenses
$6,489,422
Net increase / (decrease)
$8,623,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaNONE$66,541$02023
Empower Advisory Group, LLCNONE$55,176not reported in the loaded dataset2023

Related Form 5500 pages