401k Plan data: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST plan

LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LINCOLN INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: LINCOLN INSURANCE AGENCY, INC.

Employer identification number (EIN): 362679922

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 STUART LISS, PRESVP OF ALL CORP.
001 2012-01-01 STUART LISS, PRESVP OF ALL CORP.
001 2011-01-01 STUART LISS, PRES. OF ALL CORP.
001 2009-01-01 STUART LISS

Plan Statistics for LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2013: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 43
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 46
Number of participants with account balances 2013-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 49
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	43
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	46
Number of participants with account balances	2013-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	49
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2013 : LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$225,684
Expenses. Total of all expenses incurred	2013-12-31	$94,833
Benefits paid (including direct rollovers)	2013-12-31	$94,761
Total plan assets at end of year	2013-12-31	$2,711,755
Total plan assets at beginning of year	2013-12-31	$2,580,904
Value of fidelity bond covering the plan	2013-12-31	$325,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$72
Other income received	2013-12-31	$215,684
Net income (gross income less expenses)	2013-12-31	$130,851
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,711,755
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,580,904
Assets. Value of participant loans	2013-12-31	$27,496
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
2012 : LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$-8,539
Expenses. Total of all expenses incurred	2012-12-31	$121,038
Benefits paid (including direct rollovers)	2012-12-31	$119,327
Total plan assets at end of year	2012-12-31	$2,580,904
Total plan assets at beginning of year	2012-12-31	$2,710,481
Value of fidelity bond covering the plan	2012-12-31	$325,000
Other income received	2012-12-31	$-28,539
Net income (gross income less expenses)	2012-12-31	$-129,577
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,580,904
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,710,481
Assets. Value of participant loans	2012-12-31	$23,332
Total contributions received or receivable from employer(s)	2012-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,711
2011 : LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-46,549
Expenses. Total of all expenses incurred	2011-12-31	$113,399
Benefits paid (including direct rollovers)	2011-12-31	$111,280
Total plan assets at end of year	2011-12-31	$2,710,481
Total plan assets at beginning of year	2011-12-31	$2,870,429
Value of fidelity bond covering the plan	2011-12-31	$325,000
Other income received	2011-12-31	$-46,549
Net income (gross income less expenses)	2011-12-31	$-159,948
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,710,481
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,870,429
Assets. Value of participant loans	2011-12-31	$30,346
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,119
2010 : LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$596,947
Expenses. Total of all expenses incurred	2010-12-31	$101,682
Benefits paid (including direct rollovers)	2010-12-31	$101,646
Total plan assets at end of year	2010-12-31	$2,870,429
Total plan assets at beginning of year	2010-12-31	$2,375,164
Value of fidelity bond covering the plan	2010-12-31	$325,000
Other income received	2010-12-31	$596,947
Net income (gross income less expenses)	2010-12-31	$495,265
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,870,429
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,375,164
Assets. Value of participant loans	2010-12-31	$17,761
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$36
2009 : LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

2013: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LINCOLN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LINCOLN INSURANCE AGENCY, INC.
Employer identification number (EIN):	362679922
NAIC Classification:	524290

Plan id#	Filing Submission Date	Name of Administrator
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	STUART LISS, PRESVP OF ALL CORP.
001	2012-01-01	STUART LISS, PRESVP OF ALL CORP.
001	2011-01-01	STUART LISS, PRES. OF ALL CORP.
001	2009-01-01	STUART LISS