2023 Form 5500 filing — Linc 401(K) Retirement/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 20241011150502NAL0011077539001) for Linc 401(K) Retirement/Savings Plan, reported by Greater K.C. Linc, Inc under EIN 43-1676730 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.6MReported net assets$15,569,506
Participants268
Provider compensation$56.4K2 Schedule C row(s)$56,390
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011150502NAL0011077539001
Plan sponsor
Greater K.C. Linc, Inc
EIN
43-1676730
Plan number
001
Location
Kansas City, MO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$992.4K
Benefits paid / distributions$936K
Contributions
Employer$713.4K
Participant$449K
Full reported line items
Total assets (EOY)
$15,569,506
Total liabilities (EOY)
$0
Net assets (EOY)
$15,569,506
Employer contributions
$713,429
Participant contributions
$448,966
Total income / additions
$3,315,502
Benefits paid
$936,039
Administrative expenses
$56,390
Total expenses
$992,429
Net increase / (decrease)
$2,323,073

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Two West Capital InvestorsNONE$28,893not reported in the loaded dataset
The Vanguard Group, Inc.NONE$27,497$0

Related Form 5500 pages