2023 Form 5500 filing — Linzer Products Corp 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927151227NAL0004098896001) for Linzer Products Corp 401(K) Plan, reported by Linzer Products Corp. under EIN 13-5211020 and plan number 002. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151227NAL0004098896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Linzer Products Corp.
- EIN
- 13-5211020
- Plan number
- 002
- Location
- West Babylon, NY
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,828,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,828,925
- Employer contributions
- $467,090
- Participant contributions
- $419,652
- Total income / additions
- $1,704,991
- Benefits paid
- $592,770
- Administrative expenses
- $19,878
- Total expenses
- $612,648
- Net increase / (decrease)
- $1,092,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $12,595 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $4,125 | $0 |
| Pensionmark Financial Group LLC | OTHER | $3,149 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,556 | not reported in the loaded dataset |