LUND OPSAHL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-LUND OPSAHL, LLC
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-LUND OPSAHL, LLC 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 3620 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 285 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 111544 |
| Net assets as of the end of the plan year | 2025-07-28 | 3611846 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 2570066 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 343876 |
| Value of participant loans at end of plan year | 2025-07-28 | 3620 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 167312 |
| Other income to plan in this plan year | 2025-07-28 | 481924 |
| Plan net income in this plan year | 2025-07-28 | 1038445 |
| Net assets as of the end of the plan year | 2025-07-28 | 3608226 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 2569781 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 156877 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 34051 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-LUND OPSAHL, LLC 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 285 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 686 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 648039 |
| Net assets as of the end of the plan year | 2024-08-20 | 2570066 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 2283600 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 305956 |
| Value of participant loans at end of plan year | 2024-08-20 | 10404 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 33885 |
| Other income to plan in this plan year | 2024-08-20 | 405135 |
| Plan net income in this plan year | 2024-08-20 | 286867 |
| Net assets as of the end of the plan year | 2024-08-20 | 2569781 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 2282914 |
| Employer contributions to plan in this plan year | 2024-08-20 | 189930 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 29108 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-LUND OPSAHL, LLC 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 68868 |
| Net assets as of the end of the plan year | 2022-07-26 | 2132584 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 1467054 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 246516 |
| Value of participant loans at end of plan year | 2022-07-26 | 1130 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 292356 |
| Plan net income in this plan year | 2022-07-26 | 665530 |
| Net assets as of the end of the plan year | 2022-07-26 | 2132584 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 1467054 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 195526 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 19837 |
