2023 Form 5500 filing — Lincoln Investment 401(K) And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011083025NAL0022412273001) for Lincoln Investment 401(K) And Profit Sharing Plan, reported by Lincoln Investment Planning, LLC under EIN 23-1702591 and plan number 002. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083025NAL0022412273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln Investment Planning, LLC
- EIN
- 23-1702591
- Plan number
- 002
- Location
- Fort Washington, PA
- Participants
- 619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,157,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,157,882
- Employer contributions
- $3,947,054
- Participant contributions
- $4,177,911
- Total income / additions
- $22,051,699
- Benefits paid
- $6,852,484
- Administrative expenses
- $33,612
- Total expenses
- $6,886,096
- Net increase / (decrease)
- $15,165,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $30,729 | $0 |