2023 Form 5500 filing — Lny Satp 401k Toolbox Managed Capital Preservation
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 20241015181423NAL0049302352001) for Lny Satp 401k Toolbox Managed Capital Preservation, reported by Lincoln Life & Annuity Company Of New York under EIN 22-0832760 and plan number 729. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$782.1KReported net assets$782,130
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015181423NAL0049302352001
- Plan sponsor
- Lincoln Life & Annuity Company Of New York
- EIN
- 22-0832760
- Plan number
- 729
- Location
- Fort Wayne, IN
- 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)$789.3K total assets
Net assets$782.1KLiabilities$7.2K
Full reported line items
- Total assets (EOY)
- $789,298
- Total liabilities (EOY)
- $7,168
- Net assets (EOY)
- $782,130
- Total income / additions
- $58,937
- Benefits paid
- $0
- Administrative expenses
- $2,940
- Total expenses
- $2,940
- Net increase / (decrease)
- $55,997