Lincoln Charter School 401(K) Plan — Form 5500 plan (Lincoln Charter School)
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 Charter School 401(K) Plan is a benefit plan reported by Lincoln Charter School under EIN 56-2052862 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $15,014,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Charter School
- EIN
- 56-2052862
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, NC
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $15,014,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20250327131418NAL0029191776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,014,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,014,327
- Net assets (BOY)
- $12,649,601
Income & contributions
- Employer contributions
- $550,417
- Participant contributions
- $830,464
- Total contributions
- $1,452,661
- Total income / additions
- $3,509,896
Expenses & distributions
- Benefits paid
- $1,064,734
- Administrative expenses
- $80,436
- Total expenses
- $1,145,170
- Net increase / (decrease)
- $2,364,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Ins. Co | RECORDKEEPER | $1,810 | not reported in the loaded dataset | 2023 |