Lnl Satm 401k Toolbox Managed Moderate — Form 5500 plan (Lincoln National Life Insurance Company)
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, Lnl Satm 401k Toolbox Managed Moderate is a benefit plan reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 706. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $117,785,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Life Insurance Company
- EIN
- 35-0472300
- Plan number
- 706
- Plan type
- 4
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $117,785,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015105544NAL0014437891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,785,032
- Total liabilities (EOY)
- $963,179
- Net assets (EOY)
- $116,821,853
- Net assets (BOY)
- $115,030,850
Income & contributions
- Total contributions
- $0
- Total income / additions
- $17,139,806
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $716,024
- Total expenses
- $716,024
- Net increase / (decrease)
- $16,423,782
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.