The Lincoln Property Company 401(K) Retirement And Savings Plan — Form 5500 plan (Lpc Services, Inc.)

Plain-English plan 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, The Lincoln Property Company 401(K) Retirement And Savings Plan is a benefit plan reported by Lpc Services, Inc. under EIN 75-2356213 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,296 participants and $239,871,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lpc Services, Inc.
EIN
75-2356213
Plan number
001
Plan type
3
Location
Dallas, TX
Latest filing year
2023
Participants
7,296
End-of-year plan assets
$239,871,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,296H, C20241004190831NAL0021160368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$239,871,991
Total liabilities (EOY)
$0
Net assets (EOY)
$239,871,991
Net assets (BOY)
$298,052,590

Income & contributions

Employer contributions
$4,768,332
Participant contributions
$18,034,424
Total contributions
$25,886,436
Total income / additions
$67,771,720

Expenses & distributions

Benefits paid
$19,242,447
Administrative expenses
$330,965
Total expenses
$19,594,516
Net increase / (decrease)
$48,177,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$294,939$02023
Whitley Penn LlpACCOUNTANT$31,106not reported in the loaded dataset2023
Capfinancial Partners, LINVESTMENT ADVISORY$16,250not reported in the loaded dataset2023

Related Form 5500 pages