2023 Form 5500 filing — Lincoln Training Center & Rehabilitation Workshop Retirement Income 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 20241015133901NAL0016508947001) for Lincoln Training Center & Rehabilitation Workshop Retirement Income Plan, reported by Lincoln Training Center under EIN 95-2276055 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133901NAL0016508947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln Training Center
- EIN
- 95-2276055
- Plan number
- 001
- Location
- So. El Monte, CA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,931,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,931,675
- Employer contributions
- $315,000
- Total income / additions
- $619,432
- Benefits paid
- $245,298
- Administrative expenses
- $12,377
- Total expenses
- $257,675
- Net increase / (decrease)
- $361,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefits Unlimited, Inc. | TPA | $8,923 | not reported in the loaded dataset |
| John Hancock Life Ins. Co. (U.S.A.) | RECORDKEEPER | $3,455 | $0 |