Lincoln Industries 401(K) Retirement Savings Plan — Form 5500 plan (Lincoln Industries, Inc.)
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 Industries 401(K) Retirement Savings Plan is a benefit plan reported by Lincoln Industries, Inc. under EIN 47-0689900 and plan number 001. The latest loaded filing year is 2023. The filing reports 919 participants and $63,951,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Industries, Inc.
- EIN
- 47-0689900
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 919
- End-of-year plan assets
- $63,951,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 919 | H, C | 20240731121257NAL0014290195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,951,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,951,464
- Net assets (BOY)
- $52,807,022
Income & contributions
- Employer contributions
- $1,082,637
- Participant contributions
- $3,916,390
- Total contributions
- $5,380,917
- Total income / additions
- $15,366,812
Expenses & distributions
- Benefits paid
- $3,849,490
- Administrative expenses
- $372,880
- Total expenses
- $4,222,370
- Net increase / (decrease)
- $11,144,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $141,548 | not reported in the loaded dataset | 2023 |
| Forvis Mazars | ACCOUNTANT/AUDITOR | $122,285 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $71,386 | $0 | 2023 |
| Forvis Mazars | AUDIT | $26,850 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,811 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Capfinancial Partners, LLC — Schedule C compensation
- Forvis Mazars — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation