2023 Form 5500 filing — Lnl Satp 401k Toolbox Managed Capital Preservation

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 20241015175214NAL0015198563001) for Lnl Satp 401k Toolbox Managed Capital Preservation, reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 723. 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)$20.1MReported net assets$20,082,387
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015175214NAL0015198563001
Plan sponsor
Lincoln National Life Insurance Company
EIN
35-0472300
Plan number
723
Location
Radnor, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$20.3M total assets
Net assets$20.1MLiabilities$238.6K
Money in vs. money out
Total income / additions$2.3M
Total expenses$118.3K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$20,320,947
Total liabilities (EOY)
$238,560
Net assets (EOY)
$20,082,387
Total income / additions
$2,300,394
Benefits paid
$0
Administrative expenses
$118,312
Total expenses
$118,312
Net increase / (decrease)
$2,182,082

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015175214NAL0015198563001 cover?
It is the 2023 Form 5500 filing for Lnl Satp 401k Toolbox Managed Capital Preservation, reported by Lincoln National Life Insurance Company (EIN 35-0472300).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages