LINDBROOK CAPITAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2021: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
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2021 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $766,661 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $3,323,395 |
Total plan assets at beginning of year | 2021-12-31 | $2,556,734 |
Value of fidelity bond covering the plan | 2021-12-31 | $340,000 |
Total contributions received or receivable from participants | 2021-12-31 | $69,170 |
Other income received | 2021-12-31 | $570,260 |
Net income (gross income less expenses) | 2021-12-31 | $766,661 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,323,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,556,734 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,836,506 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $127,231 |
2020 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $664,877 |
Expenses. Total of all expenses incurred | 2020-12-31 | $110 |
Total plan assets at end of year | 2020-12-31 | $2,556,734 |
Total plan assets at beginning of year | 2020-12-31 | $1,891,967 |
Value of fidelity bond covering the plan | 2020-12-31 | $340,000 |
Total contributions received or receivable from participants | 2020-12-31 | $66,360 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $17,113 |
Other income received | 2020-12-31 | $391,957 |
Net income (gross income less expenses) | 2020-12-31 | $664,767 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,556,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,891,967 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,070,370 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $189,447 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $110 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $444,644 |
Expenses. Total of all expenses incurred | 2019-12-31 | $8 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,891,967 |
Total plan assets at beginning of year | 2019-12-31 | $1,447,331 |
Value of fidelity bond covering the plan | 2019-12-31 | $340,000 |
Total contributions received or receivable from participants | 2019-12-31 | $59,595 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $122,210 |
Other income received | 2019-12-31 | $167,364 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $444,636 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,891,967 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,447,331 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $1,094,214 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $95,475 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $403,793 |
Expenses. Total of all expenses incurred | 2018-12-31 | $41 |
Total plan assets at end of year | 2018-12-31 | $1,447,331 |
Total plan assets at beginning of year | 2018-12-31 | $1,043,579 |
Value of fidelity bond covering the plan | 2018-12-31 | $340,000 |
Total contributions received or receivable from participants | 2018-12-31 | $55,954 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $33,200 |
Other income received | 2018-12-31 | $215,713 |
Net income (gross income less expenses) | 2018-12-31 | $403,752 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,447,331 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,043,579 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $848,979 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $98,926 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $41 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $236,749 |
Expenses. Total of all expenses incurred | 2017-12-31 | $61 |
Total plan assets at end of year | 2017-12-31 | $1,043,579 |
Total plan assets at beginning of year | 2017-12-31 | $806,891 |
Value of fidelity bond covering the plan | 2017-12-31 | $340,000 |
Total contributions received or receivable from participants | 2017-12-31 | $44,833 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $5,000 |
Other income received | 2017-12-31 | $96,150 |
Net income (gross income less expenses) | 2017-12-31 | $236,688 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,043,579 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $806,891 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $642,820 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $90,766 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $61 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $240,838 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $806,891 |
Total plan assets at beginning of year | 2016-12-31 | $566,053 |
Value of fidelity bond covering the plan | 2016-12-31 | $340,000 |
Total contributions received or receivable from participants | 2016-12-31 | $41,183 |
Other income received | 2016-12-31 | $124,695 |
Net income (gross income less expenses) | 2016-12-31 | $240,838 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $806,891 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $566,053 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $645,838 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $74,960 |
2015 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $60,686 |
Expenses. Total of all expenses incurred | 2015-12-31 | $27,771 |
Benefits paid (including direct rollovers) | 2015-12-31 | $27,139 |
Total plan assets at end of year | 2015-12-31 | $566,053 |
Total plan assets at beginning of year | 2015-12-31 | $533,138 |
Value of fidelity bond covering the plan | 2015-12-31 | $340,000 |
Total contributions received or receivable from participants | 2015-12-31 | $42,440 |
Other income received | 2015-12-31 | $-69,552 |
Net income (gross income less expenses) | 2015-12-31 | $32,915 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $566,053 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $533,138 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $379,318 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $87,798 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $632 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $177,227 |
Expenses. Total of all expenses incurred | 2014-12-31 | $243 |
Total plan assets at end of year | 2014-12-31 | $533,138 |
Total plan assets at beginning of year | 2014-12-31 | $356,154 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $42,667 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $56,552 |
Other income received | 2014-12-31 | $-5,960 |
Net income (gross income less expenses) | 2014-12-31 | $176,984 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $533,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $356,154 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $168,003 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $167 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $83,968 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $243 |
2013 : LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $356,332 |
Expenses. Total of all expenses incurred | 2013-12-31 | $178 |
Total plan assets at end of year | 2013-12-31 | $356,154 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $43,625 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $178 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $208,036 |
Other income received | 2013-12-31 | $26,740 |
Net income (gross income less expenses) | 2013-12-31 | $356,154 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $356,154 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $105,948 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $77,931 |
2021: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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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: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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 |
2018: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LINDBROOK CAPITAL 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |