401(k)
2023 plan-year 401(k) DOL Form 5500

LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LYNCH CONSULTANTS, LLC

This 401(k) plan holds $6M in total assets and serves 71 participants as of 2023. It is sponsored by LYNCH CONSULTANTS, LLC in Virginia. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$6M
Participants
71
State
Industry
Professional & Technical Services

What the Filing Says About LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST

LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST is a 401(k) retirement plan sponsored by LYNCH CONSULTANTS, LLC, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 71 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 275121527, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $6M at year-end — a gain of 44.3%. Net assets (after liabilities) closed the year at $6M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$2M
Plan Type401(k)
Employer EIN275121527
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LYNCH CONSULTANTS, LLC)

Year Plans Participants Total Assets
2023 1 71 $6M
2024 1 74 $7M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST?
As of the 2023 Form 5500 filing, LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST holds $6M in total assets with 71 participants. It is sponsored by LYNCH CONSULTANTS, LLC.
What type of plan is LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST?
LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST is a 401(k) plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 275121527.
Who sponsors the LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST?
LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST is sponsored by LYNCH CONSULTANTS, LLC, located in Virginia. The sponsor's EIN is 275121527 and the plan operates in the Professional & Technical Services industry.
How did LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST perform in 2023?
LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST grew by 44.3% during 2023, moving from $4M to $6M in total assets. Net income was $2M.
Where can I find official filings for LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST?
Official Form 5500 filings for LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 275121527 or plan name at efast.dol.gov.
How does LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST compare to other plans?
You can compare LYNCH CONSULTANTS, LLC 401(K) PSP & TRUST against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 275121527.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.