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LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameLINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN
Plan identification number 002

LINCOLN INVESTMENT 401(K) AND PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 INVESTMENT PLANNING, LLC has sponsored the creation of one or more 401k plans.

Company Name:LINCOLN INVESTMENT PLANNING, LLC
Employer identification number (EIN):231702591
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVEN FLAX
0022016-01-01STEVEN FLAX
0022015-01-01STEVEN FLAX
0022014-01-01STEVEN FLAX
0022013-01-01STEVEN FLAX
0022012-01-01STEVEN FLAX
0022011-01-01STEVEN FLAX
0022010-01-01STEVEN FLAX STEVEN FLAX2011-10-14
0022009-01-01JENNIFER KEASHON
0022009-01-01JENNIFER KEASHON
0022009-01-01STEVEN FLAX
0022009-01-01STEVEN FLAX

Plan Statistics for LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01604
Total number of active participants reported on line 7a of the Form 55002022-01-01467
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01133
Total of all active and inactive participants2022-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01612
Number of participants with account balances2022-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01540
Total number of active participants reported on line 7a of the Form 55002021-01-01439
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01545
Number of participants with account balances2021-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01498
Total number of active participants reported on line 7a of the Form 55002020-01-01392
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01486
Number of participants with account balances2020-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01517
Total number of active participants reported on line 7a of the Form 55002019-01-01411
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01496
Number of participants with account balances2019-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01521
Total number of active participants reported on line 7a of the Form 55002018-01-01430
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01513
Number of participants with account balances2018-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01504
Total number of active participants reported on line 7a of the Form 55002017-01-01448
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01521
Number of participants with account balances2017-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01367
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01388
Number of participants with account balances2016-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01362
Total number of active participants reported on line 7a of the Form 55002015-01-01291
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01354
Number of participants with account balances2015-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01333
Total number of active participants reported on line 7a of the Form 55002014-01-01287
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01358
Number of participants with account balances2014-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0127
2013: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01316
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01329
Number of participants with account balances2013-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01309
Total number of active participants reported on line 7a of the Form 55002012-01-01262
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01311
Number of participants with account balances2012-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01312
Total number of active participants reported on line 7a of the Form 55002011-01-01265
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01304
Number of participants with account balances2011-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01290
Total number of active participants reported on line 7a of the Form 55002010-01-01267
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01312
Number of participants with account balances2010-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01239
Total number of active participants reported on line 7a of the Form 55002009-01-01234
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01290
Number of participants with account balances2009-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,197,652
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,955,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,939,806
Value of total corrective distributions2022-12-31$93
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,157,061
Value of total assets at end of year2022-12-31$84,992,279
Value of total assets at beginning of year2022-12-31$97,145,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,810
Total interest from all sources2022-12-31$64,797
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,756,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,756,883
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,274,972
Participant contributions at end of year2022-12-31$1,483,761
Participant contributions at beginning of year2022-12-31$1,425,747
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,015,718
Total non interest bearing cash at end of year2022-12-31$443,565
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,153,361
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,992,279
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,145,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$75,776,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$87,761,207
Interest on participant loans2022-12-31$64,797
Value of interest in common/collective trusts at end of year2022-12-31$5,864,968
Value of interest in common/collective trusts at beginning of year2022-12-31$6,260,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,264,146
Net investment gain or loss from common/collective trusts2022-12-31$87,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,866,371
Employer contributions (assets) at end of year2022-12-31$1,423,489
Employer contributions (assets) at beginning of year2022-12-31$1,697,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,939,806
Contract administrator fees2022-12-31$15,810
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,737,747
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,320,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,307,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,017,156
Value of total assets at end of year2021-12-31$97,145,640
Value of total assets at beginning of year2021-12-31$84,728,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,418
Total interest from all sources2021-12-31$69,141
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,295,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,295,752
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,791,888
Participant contributions at end of year2021-12-31$1,425,747
Participant contributions at beginning of year2021-12-31$1,287,882
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,398,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,417,236
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,145,640
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,728,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$87,761,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,169,379
Interest on participant loans2021-12-31$69,141
Value of interest in common/collective trusts at end of year2021-12-31$6,260,762
Value of interest in common/collective trusts at beginning of year2021-12-31$6,838,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,271,332
Net investment gain or loss from common/collective trusts2021-12-31$84,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,827,248
Employer contributions (assets) at end of year2021-12-31$1,697,924
Employer contributions (assets) at beginning of year2021-12-31$1,432,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,307,093
Contract administrator fees2021-12-31$13,418
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$401,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,358,881
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,659,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,633,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,099,272
Value of total assets at end of year2020-12-31$84,728,404
Value of total assets at beginning of year2020-12-31$71,430,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,896
Total interest from all sources2020-12-31$68,623
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,725,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,725,591
Administrative expenses professional fees incurred2020-12-31$7,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,085,240
Participant contributions at end of year2020-12-31$1,287,882
Participant contributions at beginning of year2020-12-31$1,219,120
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$41,457
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$743,381
Other income not declared elsewhere2020-12-31$38,992
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$303,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,698,947
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,728,404
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,430,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,169,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,001,057
Interest on participant loans2020-12-31$68,623
Value of interest in common/collective trusts at end of year2020-12-31$6,838,147
Value of interest in common/collective trusts at beginning of year2020-12-31$5,386,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,318,887
Net investment gain or loss from common/collective trusts2020-12-31$107,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,270,651
Employer contributions (assets) at end of year2020-12-31$1,432,996
Employer contributions (assets) at beginning of year2020-12-31$1,478,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,633,038
Contract administrator fees2020-12-31$19,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$18,472,954
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,185,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,152,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,546,402
Value of total assets at end of year2019-12-31$71,430,992
Value of total assets at beginning of year2019-12-31$59,143,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,870
Total interest from all sources2019-12-31$66,825
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,130,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,130,865
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,066,947
Participant contributions at end of year2019-12-31$1,219,120
Participant contributions at beginning of year2019-12-31$1,310,003
Participant contributions at end of year2019-12-31$41,457
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$235,866
Total non interest bearing cash at end of year2019-12-31$303,963
Total non interest bearing cash at beginning of year2019-12-31$2,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,287,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,430,992
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,143,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,001,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,705,430
Interest on participant loans2019-12-31$66,825
Value of interest in common/collective trusts at end of year2019-12-31$5,386,830
Value of interest in common/collective trusts at beginning of year2019-12-31$5,791,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,728,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,243,589
Employer contributions (assets) at end of year2019-12-31$1,478,565
Employer contributions (assets) at beginning of year2019-12-31$1,333,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,152,196
Contract administrator fees2019-12-31$18,970
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,873,421
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,719,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,672,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,940,538
Value of total assets at end of year2018-12-31$59,143,104
Value of total assets at beginning of year2018-12-31$58,989,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,997
Total interest from all sources2018-12-31$62,780
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,727,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,727,128
Administrative expenses professional fees incurred2018-12-31$13,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,907,085
Participant contributions at end of year2018-12-31$1,310,003
Participant contributions at beginning of year2018-12-31$1,280,899
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$381,154
Other income not declared elsewhere2018-12-31$24,329
Administrative expenses (other) incurred2018-12-31$175
Total non interest bearing cash at end of year2018-12-31$2,639
Total non interest bearing cash at beginning of year2018-12-31$169,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$154,093
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,143,104
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,989,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,705,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,052,447
Interest on participant loans2018-12-31$62,780
Value of interest in common/collective trusts at end of year2018-12-31$5,791,143
Value of interest in common/collective trusts at beginning of year2018-12-31$5,254,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,007,114
Net investment gain or loss from common/collective trusts2018-12-31$125,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,652,299
Employer contributions (assets) at end of year2018-12-31$1,333,889
Employer contributions (assets) at beginning of year2018-12-31$1,231,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,672,331
Contract administrator fees2018-12-31$33,822
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,875,459
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,480,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,430,593
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,538,198
Value of total assets at end of year2017-12-31$58,989,011
Value of total assets at beginning of year2017-12-31$46,593,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,464
Total interest from all sources2017-12-31$44,778
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,188,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,188,770
Administrative expenses professional fees incurred2017-12-31$12,700
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,583,699
Participant contributions at end of year2017-12-31$1,280,899
Participant contributions at beginning of year2017-12-31$1,059,140
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,425,993
Other income not declared elsewhere2017-12-31$25,003
Administrative expenses (other) incurred2017-12-31$118
Total non interest bearing cash at end of year2017-12-31$169,417
Total non interest bearing cash at beginning of year2017-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,395,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,989,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,593,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$51,052,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,326,343
Interest on participant loans2017-12-31$44,778
Value of interest in common/collective trusts at end of year2017-12-31$5,254,314
Value of interest in common/collective trusts at beginning of year2017-12-31$3,325,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,003,125
Net investment gain or loss from common/collective trusts2017-12-31$75,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,528,506
Employer contributions (assets) at end of year2017-12-31$1,231,934
Employer contributions (assets) at beginning of year2017-12-31$882,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,430,593
Contract administrator fees2017-12-31$36,646
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,103,666
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,687,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,646,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,692,347
Value of total assets at end of year2016-12-31$46,593,609
Value of total assets at beginning of year2016-12-31$41,177,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,394
Total interest from all sources2016-12-31$48,782
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,280,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,280,335
Administrative expenses professional fees incurred2016-12-31$15,167
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,750,393
Participant contributions at end of year2016-12-31$1,059,140
Participant contributions at beginning of year2016-12-31$1,021,032
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$226,897
Other income not declared elsewhere2016-12-31$18,087
Administrative expenses (other) incurred2016-12-31$313
Total non interest bearing cash at end of year2016-12-31$4
Total non interest bearing cash at beginning of year2016-12-31$108,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,416,222
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,593,609
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,177,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,326,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,807,517
Interest on participant loans2016-12-31$48,782
Value of interest in common/collective trusts at end of year2016-12-31$3,325,131
Value of interest in common/collective trusts at beginning of year2016-12-31$2,302,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,010,333
Net investment gain or loss from common/collective trusts2016-12-31$53,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,715,057
Employer contributions (assets) at end of year2016-12-31$882,991
Employer contributions (assets) at beginning of year2016-12-31$937,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,646,050
Contract administrator fees2016-12-31$25,914
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,679,863
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,615,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,574,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,706,229
Value of total assets at end of year2015-12-31$41,177,387
Value of total assets at beginning of year2015-12-31$40,113,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,643
Total interest from all sources2015-12-31$40,581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,667,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,667,879
Administrative expenses professional fees incurred2015-12-31$26,181
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,732,725
Participant contributions at end of year2015-12-31$1,021,032
Participant contributions at beginning of year2015-12-31$974,985
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$240,679
Other income not declared elsewhere2015-12-31$73,910
Administrative expenses (other) incurred2015-12-31$17
Total non interest bearing cash at end of year2015-12-31$108,231
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,064,015
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,177,387
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,113,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,807,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,772,899
Interest on participant loans2015-12-31$40,581
Value of interest in common/collective trusts at end of year2015-12-31$2,302,941
Value of interest in common/collective trusts at beginning of year2015-12-31$2,383,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,857,240
Net investment gain or loss from common/collective trusts2015-12-31$48,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,732,825
Employer contributions (assets) at end of year2015-12-31$937,666
Employer contributions (assets) at beginning of year2015-12-31$981,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,574,205
Contract administrator fees2015-12-31$15,445
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,169,066
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,081,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,052,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,409,513
Value of total assets at end of year2014-12-31$40,113,372
Value of total assets at beginning of year2014-12-31$37,025,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,189
Total interest from all sources2014-12-31$37,714
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,224,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,224,056
Administrative expenses professional fees incurred2014-12-31$12,864
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,592,395
Participant contributions at end of year2014-12-31$974,985
Participant contributions at beginning of year2014-12-31$880,764
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$69,616
Other income not declared elsewhere2014-12-31$64,128
Administrative expenses (other) incurred2014-12-31$272
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$79,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,088,010
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,113,372
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,025,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,772,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,710,122
Interest on participant loans2014-12-31$37,714
Value of interest in common/collective trusts at end of year2014-12-31$2,383,659
Value of interest in common/collective trusts at beginning of year2014-12-31$2,312,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-612,230
Net investment gain or loss from common/collective trusts2014-12-31$45,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,747,502
Employer contributions (assets) at end of year2014-12-31$981,829
Employer contributions (assets) at beginning of year2014-12-31$1,041,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,052,867
Contract administrator fees2014-12-31$15,053
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,817
Total income from all sources (including contributions)2013-12-31$9,172,881
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,315,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,286,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,246,146
Value of total assets at end of year2013-12-31$37,025,362
Value of total assets at beginning of year2013-12-31$29,169,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,348
Total interest from all sources2013-12-31$31,705
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,092,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,092,159
Administrative expenses professional fees incurred2013-12-31$11,525
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,451,550
Participant contributions at end of year2013-12-31$880,764
Participant contributions at beginning of year2013-12-31$751,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,817
Other income not declared elsewhere2013-12-31$52,175
Administrative expenses (other) incurred2013-12-31$10
Total non interest bearing cash at end of year2013-12-31$79,743
Total non interest bearing cash at beginning of year2013-12-31$2,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,857,328
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,025,362
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,168,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,710,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,525,787
Interest on participant loans2013-12-31$31,705
Value of interest in common/collective trusts at end of year2013-12-31$2,312,818
Value of interest in common/collective trusts at beginning of year2013-12-31$2,032,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,708,724
Net investment gain or loss from common/collective trusts2013-12-31$41,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,733,904
Employer contributions (assets) at end of year2013-12-31$1,041,915
Employer contributions (assets) at beginning of year2013-12-31$857,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,286,205
Contract administrator fees2013-12-31$17,813
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,714
Total income from all sources (including contributions)2012-12-31$5,880,813
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,182,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,165,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,824,485
Value of total assets at end of year2012-12-31$29,169,851
Value of total assets at beginning of year2012-12-31$25,474,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,811
Total interest from all sources2012-12-31$24,468
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$837,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$837,386
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,230,477
Participant contributions at end of year2012-12-31$751,109
Participant contributions at beginning of year2012-12-31$713,379
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$139,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,714
Other income not declared elsewhere2012-12-31$21,399
Administrative expenses (other) incurred2012-12-31$606
Total non interest bearing cash at end of year2012-12-31$2,692
Total non interest bearing cash at beginning of year2012-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,698,235
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,168,034
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,469,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,525,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,314,251
Interest on participant loans2012-12-31$24,468
Value of interest in common/collective trusts at end of year2012-12-31$2,032,831
Value of interest in common/collective trusts at beginning of year2012-12-31$2,655,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,112,655
Net investment gain or loss from common/collective trusts2012-12-31$60,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,454,241
Employer contributions (assets) at end of year2012-12-31$857,432
Employer contributions (assets) at beginning of year2012-12-31$774,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,165,767
Contract administrator fees2012-12-31$16,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,768
Total income from all sources (including contributions)2011-12-31$1,692,304
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$728,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$725,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,441,191
Value of total assets at end of year2011-12-31$25,474,513
Value of total assets at beginning of year2011-12-31$24,524,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,316
Total interest from all sources2011-12-31$24,486
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$512,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$512,941
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,114,267
Participant contributions at end of year2011-12-31$713,379
Participant contributions at beginning of year2011-12-31$657,312
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,768
Administrative expenses (other) incurred2011-12-31$17
Total non interest bearing cash at end of year2011-12-31$29
Total non interest bearing cash at beginning of year2011-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$964,050
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,469,799
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,505,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,314,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,461,671
Interest on participant loans2011-12-31$24,482
Value of interest in common/collective trusts at end of year2011-12-31$2,655,000
Value of interest in common/collective trusts at beginning of year2011-12-31$1,691,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,319,654
Net investment gain or loss from common/collective trusts2011-12-31$33,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,302,460
Employer contributions (assets) at end of year2011-12-31$774,994
Employer contributions (assets) at beginning of year2011-12-31$683,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$725,938
Contract administrator fees2011-12-31$2,299
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,279
Total income from all sources (including contributions)2010-12-31$4,622,423
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$872,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$870,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,080,054
Value of total assets at end of year2010-12-31$24,524,517
Value of total assets at beginning of year2010-12-31$20,780,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,267
Total interest from all sources2010-12-31$28,328
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$499,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$499,009
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$969,794
Participant contributions at end of year2010-12-31$657,312
Participant contributions at beginning of year2010-12-31$663,153
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$121,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,279
Other income not declared elsewhere2010-12-31$-9,559
Total non interest bearing cash at end of year2010-12-31$29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,749,728
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,505,749
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,756,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$21,461,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,852,169
Interest on participant loans2010-12-31$28,323
Value of interest in common/collective trusts at end of year2010-12-31$1,691,467
Value of interest in common/collective trusts at beginning of year2010-12-31$1,649,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,982,595
Net investment gain or loss from common/collective trusts2010-12-31$41,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,100,847
Employer contributions (assets) at end of year2010-12-31$683,160
Employer contributions (assets) at beginning of year2010-12-31$494,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$870,428
Contract administrator fees2010-12-31$2,267
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN
Accountancy firm EIN2010-12-31410746749
2009 : LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN

2022: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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
2014: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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