2023 Form 5500 filing — Lincoln Institute Of Land Policy 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725104144NAL0008149411001) for Lincoln Institute Of Land Policy 403(B) Retirement Plan, reported by Lincoln Institute Of Land Policy under EIN 86-6021106 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725104144NAL0008149411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln Institute Of Land Policy
- EIN
- 86-6021106
- Plan number
- 001
- Location
- Cambridge, MA
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,756,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,756,378
- Employer contributions
- $2,326,574
- Participant contributions
- $1,590,896
- Total income / additions
- $10,344,854
- Benefits paid
- $1,534,151
- Administrative expenses
- $52,074
- Total expenses
- $1,595,737
- Net increase / (decrease)
- $8,749,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $19,840 | $0 |
| Flexpath Strategies, LLC | NONE | $17,234 | not reported in the loaded dataset |
| Lion Street Advisors, LLC | NONE | $15,000 | not reported in the loaded dataset |