401k Plan data: LINEAGE LOGISTICS 401(K) PLAN plan

LINEAGE LOGISTICS 401(K) PLAN 401k Plan overview

Plan Name	LINEAGE LOGISTICS 401(K) PLAN
Plan identification number	002

LINEAGE LOGISTICS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LINEAGE LOGISTICS HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: LINEAGE LOGISTICS HOLDINGS, LLC

Employer identification number (EIN): 300707700

NAIC Classification: 493100

Additional information about LINEAGE LOGISTICS HOLDINGS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5072724

More information about LINEAGE LOGISTICS HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINEAGE LOGISTICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for LINEAGE LOGISTICS 401(K) PLAN

401k plan membership statisitcs for LINEAGE LOGISTICS 401(K) PLAN

Measure Date Value
2023: LINEAGE LOGISTICS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 9,193
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8,546
Number of retired or separated participants receiving benefits 2023-01-01 22
Number of other retired or separated participants entitled to future benefits 2023-01-01 1,294
Total of all active and inactive participants 2023-01-01 9,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 25
Total participants 2023-01-01 9,887
Number of participants with account balances 2023-01-01 8,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 19
2022: LINEAGE LOGISTICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9,428
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8,142
Number of retired or separated participants receiving benefits 2022-01-01 23
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,011
Total of all active and inactive participants 2022-01-01 9,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 17
Total participants 2022-01-01 9,193
Number of participants with account balances 2022-01-01 7,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 30
2021: LINEAGE LOGISTICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7,021
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8,421
Number of retired or separated participants receiving benefits 2021-01-01 22
Number of other retired or separated participants entitled to future benefits 2021-01-01 971
Total of all active and inactive participants 2021-01-01 9,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 14
Total participants 2021-01-01 9,428
Number of participants with account balances 2021-01-01 6,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 46
2020: LINEAGE LOGISTICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5,452
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,341
Number of retired or separated participants receiving benefits 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 651
Total of all active and inactive participants 2020-01-01 7,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 13
Total participants 2020-01-01 7,021
Number of participants with account balances 2020-01-01 6,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LINEAGE LOGISTICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,533
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4,659
Number of retired or separated participants receiving benefits 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 763
Total of all active and inactive participants 2019-01-01 5,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 11
Total participants 2019-01-01 5,452
Number of participants with account balances 2019-01-01 4,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6

Measure	Date	Value
2023: LINEAGE LOGISTICS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	9,193
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8,546
Number of retired or separated participants receiving benefits	2023-01-01	22
Number of other retired or separated participants entitled to future benefits	2023-01-01	1,294
Total of all active and inactive participants	2023-01-01	9,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	25
Total participants	2023-01-01	9,887
Number of participants with account balances	2023-01-01	8,312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	19
2022: LINEAGE LOGISTICS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9,428
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8,142
Number of retired or separated participants receiving benefits	2022-01-01	23
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,011
Total of all active and inactive participants	2022-01-01	9,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	17
Total participants	2022-01-01	9,193
Number of participants with account balances	2022-01-01	7,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	30
2021: LINEAGE LOGISTICS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7,021
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8,421
Number of retired or separated participants receiving benefits	2021-01-01	22
Number of other retired or separated participants entitled to future benefits	2021-01-01	971
Total of all active and inactive participants	2021-01-01	9,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	14
Total participants	2021-01-01	9,428
Number of participants with account balances	2021-01-01	6,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	46
2020: LINEAGE LOGISTICS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5,452
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,341
Number of retired or separated participants receiving benefits	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	651
Total of all active and inactive participants	2020-01-01	7,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	13
Total participants	2020-01-01	7,021
Number of participants with account balances	2020-01-01	6,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LINEAGE LOGISTICS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,533
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4,659
Number of retired or separated participants receiving benefits	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	763
Total of all active and inactive participants	2019-01-01	5,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	11
Total participants	2019-01-01	5,452
Number of participants with account balances	2019-01-01	4,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6

Financial Data on LINEAGE LOGISTICS 401(K) PLAN

Measure	Date	Value
2023 : LINEAGE LOGISTICS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$53,392,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$112,668,718
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$32,452,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$31,454,939
Value of total corrective distributions	2023-12-31	$848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$56,315,507
Value of total assets at end of year	2023-12-31	$422,803,770
Value of total assets at beginning of year	2023-12-31	$289,194,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$996,526
Total interest from all sources	2023-12-31	$966,636
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$3,125,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$3,125,104
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$33,745,219
Participant contributions at end of year	2023-12-31	$20,257,812
Participant contributions at beginning of year	2023-12-31	$14,731,551
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$5,717,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$36,720
Other income not declared elsewhere	2023-12-31	$50,954
Administrative expenses (other) incurred	2023-12-31	$996,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$80,216,405
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$422,803,770
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$289,194,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$102,919,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$57,585,477
Interest on participant loans	2023-12-31	$966,636
Value of interest in common/collective trusts at end of year	2023-12-31	$299,626,469
Value of interest in common/collective trusts at beginning of year	2023-12-31	$216,877,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$11,858,802
Net investment gain or loss from common/collective trusts	2023-12-31	$40,351,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$16,852,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$31,418,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BAKER TILLY, US LLP
Accountancy firm EIN	2023-12-31	301413443
2022 : LINEAGE LOGISTICS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$61,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$7,364,326
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$29,804,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$28,922,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$55,122,578
Value of total assets at end of year	2022-12-31	$289,194,678
Value of total assets at beginning of year	2022-12-31	$311,573,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$882,495
Total interest from all sources	2022-12-31	$629,643
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$4,254,545
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	$4,254,545
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$29,088,901
Participant contributions at end of year	2022-12-31	$14,731,551
Participant contributions at beginning of year	2022-12-31	$13,896,694
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,833,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$39,422
Other income not declared elsewhere	2022-12-31	$86,237
Administrative expenses (other) incurred	2022-12-31	$882,495
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	$-22,440,211
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$289,194,678
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$311,573,030
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	$57,585,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$286,033,575
Interest on participant loans	2022-12-31	$629,643
Value of interest in common/collective trusts at end of year	2022-12-31	$216,877,650
Value of interest in common/collective trusts at beginning of year	2022-12-31	$11,642,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-45,169,648
Net investment gain or loss from common/collective trusts	2022-12-31	$-7,559,029
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	$15,200,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$28,882,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	BAKER TILLY, US LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : LINEAGE LOGISTICS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$1,043,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$81,257,070
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$28,021,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$27,196,882
Value of total corrective distributions	2021-12-31	$5,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$47,019,958
Value of total assets at end of year	2021-12-31	$311,573,030
Value of total assets at beginning of year	2021-12-31	$257,294,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$819,107
Total interest from all sources	2021-12-31	$610,301
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,313,097
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	$8,313,097
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$24,415,963
Participant contributions at end of year	2021-12-31	$13,896,694
Participant contributions at beginning of year	2021-12-31	$12,758,206
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$9,421,104
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$14,582
Other income not declared elsewhere	2021-12-31	$64,750
Administrative expenses (other) incurred	2021-12-31	$819,107
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	$53,235,114
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$311,573,030
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$257,294,395
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	$286,033,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$234,682,267
Interest on participant loans	2021-12-31	$610,301
Value of interest in common/collective trusts at end of year	2021-12-31	$11,642,761
Value of interest in common/collective trusts at beginning of year	2021-12-31	$9,853,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$25,109,112
Net investment gain or loss from common/collective trusts	2021-12-31	$139,852
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	$13,182,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$27,182,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	BAKER TILLY, US LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : LINEAGE LOGISTICS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$1,218,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$98,594,878
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$22,960,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$22,328,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$68,081,120
Value of total assets at end of year	2020-12-31	$257,294,395
Value of total assets at beginning of year	2020-12-31	$180,441,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$632,112
Total interest from all sources	2020-12-31	$607,835
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,536,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,536,075
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$17,754,499
Participant contributions at end of year	2020-12-31	$12,758,206
Participant contributions at beginning of year	2020-12-31	$11,249,742
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$40,119,821
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$2,446
Other income not declared elsewhere	2020-12-31	$63,807
Administrative expenses (other) incurred	2020-12-31	$632,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$75,634,610
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$257,294,395
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$180,441,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$234,682,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$165,181,534
Interest on participant loans	2020-12-31	$607,835
Value of interest in common/collective trusts at end of year	2020-12-31	$9,853,922
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,010,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$24,148,799
Net investment gain or loss from common/collective trusts	2020-12-31	$157,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$10,206,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$22,325,710
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY, US LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : LINEAGE LOGISTICS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$49,634,618
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$14,407,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$13,848,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$19,226,393
Value of total assets at end of year	2019-12-31	$180,441,503
Value of total assets at beginning of year	2019-12-31	$145,214,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$558,877
Total interest from all sources	2019-12-31	$591,916
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,051,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,051,040
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$10,805,557
Participant contributions at end of year	2019-12-31	$11,249,742
Participant contributions at beginning of year	2019-12-31	$10,600,691
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,067,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$5,145
Other income not declared elsewhere	2019-12-31	$26,700
Administrative expenses (other) incurred	2019-12-31	$558,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$35,227,308
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$180,441,503
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$145,214,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$165,181,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$131,461,208
Interest on participant loans	2019-12-31	$591,916
Value of interest in common/collective trusts at end of year	2019-12-31	$4,010,227
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,152,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$25,653,668
Net investment gain or loss from common/collective trusts	2019-12-31	$84,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$6,353,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$13,843,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2019-12-31	330865986

Form 5500 Responses for LINEAGE LOGISTICS 401(K) PLAN

2023: LINEAGE LOGISTICS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LINEAGE LOGISTICS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LINEAGE LOGISTICS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LINEAGE LOGISTICS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LINEAGE LOGISTICS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LINEAGE LOGISTICS HOLDINGS, LLC
Employer identification number (EIN):	300707700
NAIC Classification:	493100

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5072724