2023 Form 5500 filing — Lineage Profit Sharing 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 20241015165231NAL0029172145001) for Lineage Profit Sharing 401(K) Plan, reported by Innovative Office Systems, LLC under EIN 13-4206702 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165231NAL0029172145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Office Systems, LLC
- EIN
- 13-4206702
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,605,719
- Net assets (EOY)
- $7,605,719
- Employer contributions
- $408,761
- Participant contributions
- $227,702
- Total income / additions
- $1,783,982
- Benefits paid
- $663,930
- Administrative expenses
- $30,149
- Total expenses
- $694,079
- Net increase / (decrease)
- $1,089,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Consulting Services | THIRD PARTY ADMINISTRATO | not reported in the loaded dataset | not reported in the loaded dataset |
| Matrix Trust Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |