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 Investment 401(K) And Profit Sharing Plan is a benefit plan reported by Lincoln Investment Planning, LLC under EIN 23-1702591 and plan number 002. The latest loaded filing year is 2023. The filing reports 619 participants and $100,157,882 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,157,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,157,882
- Net assets (BOY)
- $84,992,279
Income & contributions
- Employer contributions
- $3,947,054
- Participant contributions
- $4,177,911
- Total contributions
- $8,408,752
- Total income / additions
- $22,051,699
Expenses & distributions
- Benefits paid
- $6,852,484
- Administrative expenses
- $33,612
- Total expenses
- $6,886,096
- Net increase / (decrease)
- $15,165,603