Plan5500

Richard Lundgren, Inc. 401(K) Plan — Form 5500 plan (Richard Lundgren, Inc.)

Plain-English plan 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, Richard Lundgren, Inc. 401(K) Plan is a benefit plan reported by Richard Lundgren, Inc. under EIN 04-2324062 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $8,159,737 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richard Lundgren, Inc.
EIN
04-2324062
Plan number
001
Plan type
3
Location
Auburn, MA
Latest filing year
2023
Participants
364
End-of-year plan assets
$8,159,737

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023364H, C20241014152444NAL0046579360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,159,737
Total liabilities (EOY)
$0
Net assets (EOY)
$8,159,737
Net assets (BOY)
$6,361,596

Income & contributions

Employer contributions
$85,903
Participant contributions
$685,199
Total contributions
$771,495
Total income / additions
$2,094,567

Expenses & distributions

Benefits paid
$274,046
Administrative expenses
$22,380
Total expenses
$296,426
Net increase / (decrease)
$1,798,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grimes & CompanyINVESTMENT ADVISOR$16,388not reported in the loaded dataset2023
The Angell Pension Group, Inc.CONTRACT ADMINISTRATOR$3,550$02023
Capital Research Management CompanyRECORDKEEPER$2,400$02023

Related Form 5500 pages