2023 Form 5500 filing — The Lincoln Property Company 401(K) Retirement And Savings 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 20241004190831NAL0021160368001) for The Lincoln Property Company 401(K) Retirement And Savings Plan, reported by Lpc Services, Inc. under EIN 75-2356213 and plan number 001. It reports 7,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004190831NAL0021160368001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lpc Services, Inc.
- EIN
- 75-2356213
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 7,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $239,871,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $239,871,991
- Employer contributions
- $4,768,332
- Participant contributions
- $18,034,424
- Total income / additions
- $67,771,720
- Benefits paid
- $19,242,447
- Administrative expenses
- $330,965
- Total expenses
- $19,594,516
- Net increase / (decrease)
- $48,177,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $294,939 | $0 |
| Whitley Penn Llp | ACCOUNTANT | $31,106 | not reported in the loaded dataset |
| Capfinancial Partners, L | INVESTMENT ADVISORY | $16,250 | not reported in the loaded dataset |