Lynch Livestock, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lynch Livestock)
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 Livestock, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lynch Livestock under EIN 42-1081789 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,315 participants and $15,875,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lynch Livestock
- EIN
- 42-1081789
- Plan number
- 001
- Plan type
- 2
- Location
- Waucoma, IA
- Latest filing year
- 2023
- Participants
- 1,315
- End-of-year plan assets
- $15,875,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,315 | H, C | 20241014120646NAL0026108673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,875,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,875,031
- Net assets (BOY)
- $13,611,568
Income & contributions
- Employer contributions
- $237,143
- Participant contributions
- $1,273,824
- Total contributions
- $1,526,849
- Total income / additions
- $3,669,910
Expenses & distributions
- Benefits paid
- $1,292,672
- Administrative expenses
- $70,673
- Total expenses
- $1,406,447
- Net increase / (decrease)
- $2,263,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,043 | $0 | 2023 |
| First Interstate Bank Of Commerce | ADVISOR | $16,036 | not reported in the loaded dataset | 2023 |
| Great Western Bank | ADVISOR | $7,222 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,373 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lynch Livestock
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Waucoma, IA
- Fidelity Investments Institutional — Schedule C compensation
- First Interstate Bank Of Commerce — Schedule C compensation
- Great Western Bank — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation