Lincoln Learning Solutions 401(K) Plan — Form 5500 plan (Lincoln Learning Solutions)
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 Learning Solutions 401(K) Plan is a benefit plan reported by Lincoln Learning Solutions under EIN 26-0125828 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $27,913,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Learning Solutions
- EIN
- 26-0125828
- Plan number
- 001
- Plan type
- 2
- Location
- Aliquippa, PA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $27,913,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241014205448NAL0015537283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,913,390
- Total liabilities (EOY)
- $54
- Net assets (EOY)
- $27,913,336
- Net assets (BOY)
- $22,726,518
Income & contributions
- Employer contributions
- $721,623
- Participant contributions
- $1,340,344
- Total contributions
- $2,091,526
- Total income / additions
- $6,241,553
Expenses & distributions
- Benefits paid
- $1,029,984
- Administrative expenses
- $24,751
- Total expenses
- $1,054,735
- Net increase / (decrease)
- $5,186,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,751 | $0 | 2023 |