2023 Form 5500 filing — Lin Engineering, Inc. & Applied Motion Products, 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 20241015195154NAL0015345651001) for Lin Engineering, Inc. & Applied Motion Products, Inc. 401(K) Profit Sharing Plan, reported by Lin Engineering, Inc. under EIN 77-0287094 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195154NAL0015345651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lin Engineering, Inc.
- EIN
- 77-0287094
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,951,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,951,407
- Employer contributions
- $187,582
- Participant contributions
- $815,961
- Total income / additions
- $2,445,550
- Benefits paid
- $178,965
- Administrative expenses
- $34,189
- Total expenses
- $213,154
- Net increase / (decrease)
- $2,232,396
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wespac Plan Services, LLC | NONE | $19,792 | not reported in the loaded dataset |
| Wespac Advisors, LLC | NONE | $17,552 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $4,010 | $0 |