Lnl Satg 401k Toolbox Managed Growth — 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 Satg 401k Toolbox Managed Growth is a benefit plan reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 707. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $85,613,686 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$85.6MPlan net assets, end of year$85,607,935
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Lincoln National Life Insurance Company
EIN
35-0472300
Plan number
707
Plan type
4
Location
Radnor, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241015151517NAL0050126352001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$85.6M total assets
Net assets$85.6MLiabilities$5.8K
Money in vs. money out
Total income / additions$13.9M
Total expenses$537.1K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$85,613,686
Total liabilities (EOY)
$5,751
Net assets (EOY)
$85,607,935
Net assets (BOY)
$87,829,809

Income & contributions

Total contributions
$0
Total income / additions
$13,939,078

Expenses & distributions

Benefits paid
$0
Administrative expenses
$537,135
Total expenses
$537,135
Net increase / (decrease)
$13,401,943
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages