Lindal North America, Inc 401k Plan — Form 5500 plan (Lindal North America, 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, Lindal North America, Inc 401k Plan is a benefit plan reported by Lindal North America, Inc under EIN 20-5937310 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $2,526,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lindal North America, Inc
EIN
20-5937310
Plan number
001
Plan type
2
Location
Columbus, IN
Latest filing year
2023
Participants
136
End-of-year plan assets
$2,526,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241015084458NAL0027860017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,526,645
Total liabilities (EOY)
$0
Net assets (EOY)
$2,526,645
Net assets (BOY)
$2,384,408

Income & contributions

Employer contributions
$191,399
Participant contributions
$266,668
Total contributions
$484,628
Total income / additions
$819,704

Expenses & distributions

Benefits paid
$659,543
Administrative expenses
$17,231
Total expenses
$677,467
Net increase / (decrease)
$142,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Invest. AdvisoryINVESTMENT/FINANCIAL ADVI$11,909$02023
Adp, Inc.RECORD KEEPER$5,320$02023

Related Form 5500 pages