2023 Form 5500 filing — Richard Lundgren, Inc. 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 20241014152444NAL0046579360001) for Richard Lundgren, Inc. 401(K) Plan, reported by Richard Lundgren, Inc. under EIN 04-2324062 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152444NAL0046579360001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Richard Lundgren, Inc.
- EIN
- 04-2324062
- Plan number
- 001
- Location
- Auburn, MA
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,159,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,159,737
- Employer contributions
- $85,903
- Participant contributions
- $685,199
- Total income / additions
- $2,094,567
- Benefits paid
- $274,046
- Administrative expenses
- $22,380
- Total expenses
- $296,426
- Net increase / (decrease)
- $1,798,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grimes & Company | INVESTMENT ADVISOR | $16,388 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMINISTRATOR | $3,550 | $0 |
| Capital Research Management Company | RECORDKEEPER | $2,400 | $0 |