2023 Form 5500 filing — Linc Systems 401(K) 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 20241015124643NAL0029676465001) for Linc Systems 401(K) Plan, reported by Linc Acquisition Co. under EIN 83-1539856 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.3MReported net assets$27,346,897
Participants321
Provider compensation$95.8K3 Schedule C row(s)$95,793
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124643NAL0029676465001
- Plan sponsor
- Linc Acquisition Co.
- EIN
- 83-1539856
- Plan number
- 001
- Location
- Westfield, IN
- 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)$27.3M total assets
Net assets$27.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $27,346,897
- Net assets (EOY)
- $27,346,897
- Employer contributions
- $306,565
- Participant contributions
- $1,677,570
- Total income / additions
- $6,914,333
- Benefits paid
- $5,380,018
- Administrative expenses
- $98,105
- Total expenses
- $5,483,506
- Net increase / (decrease)
- $1,430,827
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mack Financial Group, Inc. | INVESTMENT ADVISOR | $47,939 | not reported in the loaded dataset |
| John Hancock | CUSTODIAN, ROCORDKEEPER | $24,331 | not reported in the loaded dataset |
| Cbiz Apa | THIRD PARTY ADMINISTRATO | $23,523 | not reported in the loaded dataset |