2023 Form 5500 filing — Lnl Satc 401k Toolbox Managed Conservative

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 20241015104439NAL0057057778001) for Lnl Satc 401k Toolbox Managed Conservative, reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 705. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$33.3MReported net assets$33,287,460
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015104439NAL0057057778001
Plan sponsor
Lincoln National Life Insurance Company
EIN
35-0472300
Plan number
705
Location
Radnor, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.3M total assets
Net assets$33.3MLiabilities$2.2K
Money in vs. money out
Total income / additions$4.1M
Total expenses$204.9K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$33,289,697
Total liabilities (EOY)
$2,237
Net assets (EOY)
$33,287,460
Total income / additions
$4,111,625
Benefits paid
$0
Administrative expenses
$204,887
Total expenses
$204,887
Net increase / (decrease)
$3,906,738

Related Form 5500 pages