Lincoln Training Center & Rehabilitation Workshop Retirement Income Plan — Form 5500 plan (Lincoln Training Center)
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, Lincoln Training Center & Rehabilitation Workshop Retirement Income Plan is a benefit plan reported by Lincoln Training Center under EIN 95-2276055 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $2,931,675 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.9MPlan net assets, end of year$2,931,675
Participants249Covered participants reported
Assets / participant$11.8KComputed: assets ÷ participants$11,774 (computed)
Provider compensation$12.4K2 Schedule C provider row(s)$12,378
- Plan sponsor
- Lincoln Training Center
- EIN
- 95-2276055
- Plan number
- 001
- Plan type
- 2
- Location
- So. El Monte, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241015133901NAL0016508947001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,931,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,931,675
- Net assets (BOY)
- $2,569,918
Income & contributions
- Employer contributions
- $315,000
- Total contributions
- $315,000
- Total income / additions
- $619,432
Expenses & distributions
- Benefits paid
- $245,298
- Administrative expenses
- $12,377
- Total expenses
- $257,675
- Net increase / (decrease)
- $361,757
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefits Unlimited, Inc. | TPA | $8,923 | not reported in the loaded dataset | 2023 |
| John Hancock Life Ins. Co. (U.S.A.) | RECORDKEEPER | $3,455 | $0 | 2023 |