Pete Lien & Sons, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Pete Lien & Sons, 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, Pete Lien & Sons, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Pete Lien & Sons, Inc. under EIN 46-0271589 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $50,044,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pete Lien & Sons, Inc.
- EIN
- 46-0271589
- Plan number
- 001
- Plan type
- 2
- Location
- Rapid City, SD
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $50,044,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20240923103613NAL0004103139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,044,562
- Total liabilities (EOY)
- $18,650
- Net assets (EOY)
- $50,025,912
- Net assets (BOY)
- $44,298,989
Income & contributions
- Employer contributions
- $1,582,639
- Participant contributions
- $2,567,285
- Total contributions
- $4,460,010
- Total income / additions
- $10,481,476
Expenses & distributions
- Benefits paid
- $4,631,190
- Administrative expenses
- $123,363
- Total expenses
- $4,754,553
- Net increase / (decrease)
- $5,726,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $51,023 | $0 | 2023 |
| Eide Bailly Llp | NONE | $12,160 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $180 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pete Lien & Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Rapid City, SD
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation