LINDNER HAGEN ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINDNER HAGEN 401(K) PLAN AND TRUST
Measure | Date | Value |
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2022: LINDNER HAGEN 401(K) PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 19 |
Total of all active and inactive participants | 2022-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 147 |
Number of participants with account balances | 2022-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: LINDNER HAGEN 401(K) PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 16 |
Total of all active and inactive participants | 2021-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 148 |
Number of participants with account balances | 2021-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2010: LINDNER HAGEN 401(K) PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 8 |
Total of all active and inactive participants | 2010-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 71 |
Number of participants with account balances | 2010-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LINDNER HAGEN 401(K) PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 65 |
Number of participants with account balances | 2009-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : LINDNER HAGEN 401(K) PLAN AND TRUST 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-293,344 |
Total of all expenses incurred | 2022-12-31 | $143,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $120,172 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $289,803 |
Value of total assets at end of year | 2022-12-31 | $3,412,060 |
Value of total assets at beginning of year | 2022-12-31 | $3,849,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $23,455 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $177,794 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $346 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-436,971 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,412,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,849,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,411,714 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,848,688 |
Interest on participant loans | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-583,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $112,009 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $120,172 |
Contract administrator fees | 2022-12-31 | $23,455 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | METZ & ASSOCIATES |
Accountancy firm EIN | 2022-12-31 | 464558541 |
2021 : LINDNER HAGEN 401(K) PLAN AND TRUST 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $680,394 |
Total of all expenses incurred | 2021-12-31 | $275,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $256,822 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $229,204 |
Value of total assets at end of year | 2021-12-31 | $3,849,031 |
Value of total assets at beginning of year | 2021-12-31 | $3,444,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,934 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $155,233 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,554 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $343 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $404,638 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,849,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,444,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,848,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,444,393 |
Interest on participant loans | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $451,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $72,417 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $256,822 |
Contract administrator fees | 2021-12-31 | $18,934 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | METZ & ASSOCIATES |
Accountancy firm EIN | 2021-12-31 | 464558541 |
2010 : LINDNER HAGEN 401(K) PLAN AND TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $251,745 |
Expenses. Total of all expenses incurred | 2010-12-31 | $18,440 |
Benefits paid (including direct rollovers) | 2010-12-31 | $18,440 |
Total plan assets at end of year | 2010-12-31 | $1,149,147 |
Total plan assets at beginning of year | 2010-12-31 | $915,842 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $92,442 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $106,632 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $233,305 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,149,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $915,842 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $52,671 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LINDNER HAGEN 401(K) PLAN AND TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |