Lincoln Training Center & Rehabilitation Workshop Retirement Income Plan — Form 5500 plan (Lincoln Training Center)
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 Training Center & Rehabilitation Workshop Retirement Income Plan is a benefit plan reported by Lincoln Training Center under EIN 95-2276055 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $2,931,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Training Center
- EIN
- 95-2276055
- Plan number
- 001
- Plan type
- 2
- Location
- So. El Monte, CA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $2,931,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241015133901NAL0016508947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,931,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,931,675
- Net assets (BOY)
- $2,569,918
Income & contributions
- Employer contributions
- $315,000
- Total contributions
- $315,000
- Total income / additions
- $619,432
Expenses & distributions
- Benefits paid
- $245,298
- Administrative expenses
- $12,377
- Total expenses
- $257,675
- Net increase / (decrease)
- $361,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefits Unlimited, Inc. | TPA | $8,923 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins. Co. (U.S.A.) | RECORDKEEPER | $3,455 | $0 | 2023 |