Plan5500

The Lund Company 401(K) Savings Plan — Form 5500 plan (The Lund Company)

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, The Lund Company 401(K) Savings Plan is a benefit plan reported by The Lund Company under EIN 47-0767990 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $11,822,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lund Company
EIN
47-0767990
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
442
End-of-year plan assets
$11,822,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023442H, C20240917053051NAL0001002179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,822,267
Total liabilities (EOY)
$0
Net assets (EOY)
$11,822,267
Net assets (BOY)
$8,855,559

Income & contributions

Employer contributions
$315,199
Participant contributions
$1,349,610
Total contributions
$1,750,819
Total income / additions
$3,461,725

Expenses & distributions

Benefits paid
$424,470
Administrative expenses
$70,547
Total expenses
$495,017
Net increase / (decrease)
$2,966,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$57,587$02023
Silverstone Asset Management IncINVESTMENT ADVISORY$0$19,5022023
AscensusCONTRACT ADMINISTRATOR$13,185not reported in the loaded dataset2023
Morningstart Investment ManagementINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages