2023 Form 5500 filing — Lny Satg 401k Toolbox Managed Growth
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 20241015181028NAL0017021907001) for Lny Satg 401k Toolbox Managed Growth, reported by Lincoln Life & Annuity Company Of New York under EIN 22-0832760 and plan number 727. 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)$3.4MReported net assets$3,357,032
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015181028NAL0017021907001
- Plan sponsor
- Lincoln Life & Annuity Company Of New York
- EIN
- 22-0832760
- Plan number
- 727
- Location
- Fort Wayne, 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)$3.4M total assets
Net assets$3.4MLiabilities$225
Full reported line items
- Total assets (EOY)
- $3,357,257
- Total liabilities (EOY)
- $225
- Net assets (EOY)
- $3,357,032
- Total income / additions
- $614,041
- Benefits paid
- $0
- Administrative expenses
- $22,437
- Total expenses
- $22,437
- Net increase / (decrease)
- $591,604