Linzer Products Corp 401(K) Plan — Form 5500 plan (Linzer Products Corp.)
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, Linzer Products Corp 401(K) Plan is a benefit plan reported by Linzer Products Corp. under EIN 13-5211020 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $6,828,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Linzer Products Corp.
- EIN
- 13-5211020
- Plan number
- 002
- Plan type
- 2
- Location
- West Babylon, NY
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $6,828,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20240927151227NAL0004098896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,828,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,828,925
- Net assets (BOY)
- $5,736,582
Income & contributions
- Employer contributions
- $467,090
- Participant contributions
- $419,652
- Total contributions
- $886,742
- Total income / additions
- $1,704,991
Expenses & distributions
- Benefits paid
- $592,770
- Administrative expenses
- $19,878
- Total expenses
- $612,648
- Net increase / (decrease)
- $1,092,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Inc | INVESTMENT ADVISOR | $12,595 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $4,125 | $0 | 2023 |
| Pensionmark Financial Group LLC | OTHER | $3,149 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,556 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Linzer Products Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Babylon, NY
- Cambridge Investment Research Inc — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation