Linn Gear Co., Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Linn Gear Company, 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, Linn Gear Co., Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Linn Gear Company, Inc. under EIN 93-0457345 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $6,679,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Linn Gear Company, Inc.
- EIN
- 93-0457345
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OR
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $6,679,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240906104109NAL0002153986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,679,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,679,766
- Net assets (BOY)
- $6,900,912
Income & contributions
- Employer contributions
- $11,956
- Participant contributions
- $255,838
- Total contributions
- $318,593
- Total income / additions
- $1,309,330
Expenses & distributions
- Benefits paid
- $1,497,632
- Administrative expenses
- $32,844
- Total expenses
- $1,530,476
- Net increase / (decrease)
- -$221,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $17,203 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,980 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $661 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Linn Gear Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Lebanon, OR
- Wells Fargo Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation