2023 Form 5500 filing — Lynch Livestock, Inc. 401(K) Profit Sharing 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 20241014120646NAL0026108673001) for Lynch Livestock, Inc. 401(K) Profit Sharing Plan, reported by Lynch Livestock under EIN 42-1081789 and plan number 001. It reports 1,315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120646NAL0026108673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lynch Livestock
- EIN
- 42-1081789
- Plan number
- 001
- Location
- Waucoma, IA
- Participants
- 1,315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,875,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,875,031
- Employer contributions
- $237,143
- Participant contributions
- $1,273,824
- Total income / additions
- $3,669,910
- Benefits paid
- $1,292,672
- Administrative expenses
- $70,673
- Total expenses
- $1,406,447
- Net increase / (decrease)
- $2,263,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,043 | $0 |
| First Interstate Bank Of Commerce | ADVISOR | $16,036 | not reported in the loaded dataset |
| Great Western Bank | ADVISOR | $7,222 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,373 | not reported in the loaded dataset |