Plan5500

Lin Engineering, Inc. & Applied Motion Products, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lin Engineering, 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, Lin Engineering, Inc. & Applied Motion Products, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lin Engineering, Inc. under EIN 77-0287094 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $8,951,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lin Engineering, Inc.
EIN
77-0287094
Plan number
001
Plan type
2
Location
Morgan Hill, CA
Latest filing year
2023
Participants
179
End-of-year plan assets
$8,951,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241015195154NAL0015345651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,951,407
Total liabilities (EOY)
$0
Net assets (EOY)
$8,951,407
Net assets (BOY)
$6,719,011

Income & contributions

Employer contributions
$187,582
Participant contributions
$815,961
Total contributions
$1,074,740
Total income / additions
$2,445,550

Expenses & distributions

Benefits paid
$178,965
Administrative expenses
$34,189
Total expenses
$213,154
Net increase / (decrease)
$2,232,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wespac Plan Services, LLCNONE$19,792not reported in the loaded dataset2023
Wespac Advisors, LLCNONE$17,552not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$4,010$02023

Related Form 5500 pages