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ETF ADVISOR K MEP PLAN 401k Plan overview

Plan NameETF ADVISOR K MEP PLAN
Plan identification number 336

ETF ADVISOR K MEP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

LINC RESEARCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:LINC RESEARCH, INC.
Employer identification number (EIN):460809714
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01
3362022-01-01
3362021-01-01
3362020-01-01KRISTI DALLEY2021-07-07
3362020-01-01
3362019-01-01KRISTI DALLEY2020-07-30
3362018-01-01KRISTI DALLEY2019-06-13
3362017-01-01T R BICK2018-07-04
3362016-01-01T R BICK
3362015-01-01T R BICK

Financial Data on ETF ADVISOR K MEP PLAN

Measure Date Value
2025 : ETF ADVISOR K MEP PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-020
Total liabilities as of the end of the plan year2025-09-02378
Total liabilities as of the beginning of the plan year2025-09-020
Total expenses incurred by plan in this plan year2025-09-0278983
Net assets as of the end of the plan year2025-09-021962780
Total assets as of the beginning of the plan year2025-09-021526742
Value of plan covered by a fidelity bond2025-09-02165000
Participant contributions to plan in this plan year2025-09-02209386
Value of participant loans at end of plan year2025-09-027566
Other expenses paid from plan in this plan year2025-09-020
Other contributions to plan in this plan year2025-09-0226963
Other income to plan in this plan year2025-09-02199186
Plan net income in this plan year2025-09-02435660
Net assets as of the end of the plan year2025-09-021962402
Net assets as of the beginning of the plan year2025-09-021526742
Value of contributions failed to transmitted timely2025-09-028700
Employer contributions to plan in this plan year2025-09-0279108
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0211132
2024 : ETF ADVISOR K MEP PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-060
Total liabilities as of the end of the plan year2024-09-060
Total liabilities as of the beginning of the plan year2024-09-061337
Total expenses incurred by plan in this plan year2024-09-06112449
Net assets as of the end of the plan year2024-09-061526742
Total assets as of the beginning of the plan year2024-09-061185981
Value of plan covered by a fidelity bond2024-09-06165000
Participant contributions to plan in this plan year2024-09-06187909
Value of participant loans at end of plan year2024-09-0622519
Other expenses paid from plan in this plan year2024-09-060
Other contributions to plan in this plan year2024-09-060
Other income to plan in this plan year2024-09-06198383
Plan net income in this plan year2024-09-06342098
Net assets as of the end of the plan year2024-09-061526742
Net assets as of the beginning of the plan year2024-09-061184644
Value of contributions failed to transmitted timely2024-09-0639458
Employer contributions to plan in this plan year2024-09-0668255
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-067507
2022 : ETF ADVISOR K MEP PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-261337
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2632529
Net assets as of the end of the plan year2022-07-261169565
Total assets as of the beginning of the plan year2022-07-26830101
Value of plan covered by a fidelity bond2022-07-26165000
Participant contributions to plan in this plan year2022-07-26175389
Value of participant loans at end of plan year2022-07-2644805
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26133599
Plan net income in this plan year2022-07-26338127
Net assets as of the end of the plan year2022-07-261168228
Net assets as of the beginning of the plan year2022-07-26830101
Value of contributions failed to transmitted timely2022-07-2634304
Employer contributions to plan in this plan year2022-07-2661668
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-266529
2016 : ETF ADVISOR K MEP PLAN 2016 401k financial data
Total income from all sources2016-12-31$83,110
Expenses. Total of all expenses incurred2016-12-31$1,675
Total plan assets at end of year2016-12-31$128,741
Total plan assets at beginning of year2016-12-31$47,306
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$59,967
Contributions received from other sources (not participants or employers)2016-12-31$490
Other income received2016-12-31$5,695
Net income (gross income less expenses)2016-12-31$81,435
Net plan assets at end of year (total assets less liabilities)2016-12-31$128,741
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$47,306
Total contributions received or receivable from employer(s)2016-12-31$16,958
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ETF ADVISOR K MEP PLAN 2015 401k financial data
Total income from all sources2015-12-31$23,970
Expenses. Total of all expenses incurred2015-12-31$958
Total plan assets at end of year2015-12-31$47,306
Total plan assets at beginning of year2015-12-31$24,294
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$23,251
Other income received2015-12-31$-7,217
Net income (gross income less expenses)2015-12-31$23,012
Net plan assets at end of year (total assets less liabilities)2015-12-31$47,306
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$24,294
Total contributions received or receivable from employer(s)2015-12-31$7,936
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$958
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP PLAN

2016: ETF ADVISOR K MEP PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ETF ADVISOR K MEP PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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