Lynch Companies 401(K) Savings Plan — Form 5500 plan (Ldv, 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, Lynch Companies 401(K) Savings Plan is a benefit plan reported by Ldv, Inc. under EIN 39-1281237 and plan number 001. The latest loaded filing year is 2023. The filing reports 808 participants and $72,097,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ldv, Inc.
- EIN
- 39-1281237
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, WI
- Latest filing year
- 2023
- Participants
- 808
- End-of-year plan assets
- $72,097,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 808 | H, C | 20250709165301NAL0013334914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,097,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,097,173
- Net assets (BOY)
- $56,429,725
Income & contributions
- Employer contributions
- $1,255,642
- Participant contributions
- $4,529,939
- Total contributions
- $6,506,022
- Total income / additions
- $20,327,829
Expenses & distributions
- Benefits paid
- $4,470,646
- Administrative expenses
- $189,735
- Total expenses
- $4,660,381
- Net increase / (decrease)
- $15,667,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $173,980 | $0 | 2023 |
| Principal Securities | OTHER SVCS | $0 | $42,871 | 2023 |
| Ppg Retirement Plan Services | RECORDKEEPER | $15,755 | $21,743 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $16,000 | 2023 |
| Wilshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Mgmt | INVEST ADVICE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ldv, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Burlington, WI
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation