Lynd Management Group LLC 401(K) Plan — Form 5500 plan (Lynd Management Group LLC)
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, Lynd Management Group LLC 401(K) Plan is a benefit plan reported by Lynd Management Group LLC under EIN 87-3955337 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $1,400,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lynd Management Group LLC
- EIN
- 87-3955337
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $1,400,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241001123504NAL0013935602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,400,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,400,697
- Net assets (BOY)
- $926,893
Income & contributions
- Employer contributions
- $146,139
- Participant contributions
- $347,630
- Total contributions
- $559,498
- Total income / additions
- $764,512
Expenses & distributions
- Benefits paid
- $264,390
- Administrative expenses
- $26,030
- Total expenses
- $290,708
- Net increase / (decrease)
- $473,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,029 | $0 | 2023 |
| New York Life Securities | OTHER SERVICES | $0 | $4,043 | 2023 |