Lincoln Surgical Associates Ltd. 401k Profit-Shari — Form 5500 plan (Lincoln Surgical Associates, Ltd.)
Plain-English plan 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, Lincoln Surgical Associates Ltd. 401k Profit-Shari is a benefit plan reported by Lincoln Surgical Associates, Ltd. under EIN 01-0971970 and plan number 001. The latest loaded filing year is 2023. The filing reports 39 participants and $9,569,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Surgical Associates, Ltd.
- EIN
- 01-0971970
- Plan number
- 001
- Plan type
- 2
- Location
- Shiloh, IL
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $9,569,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20240730100200NAL0019847409005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,569,321
- Net assets (EOY)
- $9,569,321
- Net assets (BOY)
- $8,118,927
Income & contributions
- Employer contributions
- $316,967
- Participant contributions
- $249,449
- Total income / additions
- $1,181,732
Expenses & distributions
- Benefits paid
- $74,886
- Total expenses
- $74,886
- Net increase / (decrease)
- $1,106,846
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.