Lindsey Systems 401(K) Plan — Form 5500 plan (Lindsey Manufacturing Co. Dba Lindsey Systems)
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, Lindsey Systems 401(K) Plan is a benefit plan reported by Lindsey Manufacturing Co. Dba Lindsey Systems under EIN 95-2225040 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $4,065,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lindsey Manufacturing Co. Dba Lindsey Systems
- EIN
- 95-2225040
- Plan number
- 002
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $4,065,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241008135742NAL0017739777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,065,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,065,161
- Net assets (BOY)
- $3,231,729
Income & contributions
- Employer contributions
- $78,885
- Participant contributions
- $441,218
- Total contributions
- $563,031
- Total income / additions
- $1,101,607
Expenses & distributions
- Benefits paid
- $260,224
- Administrative expenses
- $7,951
- Total expenses
- $268,175
- Net increase / (decrease)
- $833,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $7,951 | $0 | 2023 |
| Us Bancorp Advisors, LLC | ADVISOR | $0 | $0 | 2023 |