401k Plan data: LINCOLN CHILD CENTER PENSION PLAN plan

LINCOLN CHILD CENTER PENSION PLAN 401k Plan overview

Plan Name	LINCOLN CHILD CENTER PENSION PLAN
Plan identification number	004

LINCOLN CHILD CENTER PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.

401k Sponsoring company profile

LINCOLN has sponsored the creation of one or more 401k plans.

Company Name: LINCOLN

Employer identification number (EIN): 941156501

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about LINCOLN

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0018446

More information about LINCOLN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN CHILD CENTER PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2014-07-01 EPIFANIA ESTRADA
004 2012-07-01 EPIFANIA ESTRADA 2013-08-30
004 2011-07-01 EPIFANIA ESTRADA EPIFANIA ESTRADA 2013-04-08
004 2009-07-01 EPIFANIA ESTRADA
004 2009-07-01 EPIFANIA ESTRADA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2014-07-01	EPIFANIA ESTRADA
004	2012-07-01	EPIFANIA ESTRADA	2013-08-30
004	2011-07-01	EPIFANIA ESTRADA		EPIFANIA ESTRADA	2013-04-08
004	2009-07-01	EPIFANIA ESTRADA
004	2009-07-01	EPIFANIA ESTRADA

Plan Statistics for LINCOLN CHILD CENTER PENSION PLAN

401k plan membership statisitcs for LINCOLN CHILD CENTER PENSION PLAN

Measure Date Value
2014: LINCOLN CHILD CENTER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 139
Number of other retired or separated participants entitled to future benefits 2014-07-01 71
Total of all active and inactive participants 2014-07-01 210
Total participants 2014-07-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 8
2011: LINCOLN CHILD CENTER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 37
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 52
Total of all active and inactive participants 2011-07-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 91
Number of participants with account balances 2011-07-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 5
2009: LINCOLN CHILD CENTER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 71
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 34
Total of all active and inactive participants 2009-07-01 106
Total participants 2009-07-01 106
Number of participants with account balances 2009-07-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 5

Measure	Date	Value
2014: LINCOLN CHILD CENTER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	139
Number of other retired or separated participants entitled to future benefits	2014-07-01	71
Total of all active and inactive participants	2014-07-01	210
Total participants	2014-07-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	8
2011: LINCOLN CHILD CENTER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	37
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	52
Total of all active and inactive participants	2011-07-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	91
Number of participants with account balances	2011-07-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	5
2009: LINCOLN CHILD CENTER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	71
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	34
Total of all active and inactive participants	2009-07-01	106
Total participants	2009-07-01	106
Number of participants with account balances	2009-07-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	5

Financial Data on LINCOLN CHILD CENTER PENSION PLAN

Measure	Date	Value
2015 : LINCOLN CHILD CENTER PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$541,147
Total of all expenses incurred	2015-06-30	$468,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$418,841
Expenses. Certain deemed distributions of participant loans	2015-06-30	$4,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$421,437
Value of total assets at end of year	2015-06-30	$3,517,522
Value of total assets at beginning of year	2015-06-30	$3,444,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$44,542
Total interest from all sources	2015-06-30	$11,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$66,462
Participant contributions at beginning of year	2015-06-30	$80,954
Administrative expenses (other) incurred	2015-06-30	$43,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$72,867
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,517,522
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,444,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,287,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,160,027
Interest earned on other investments	2015-06-30	$11,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,035,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,077,806
Net investment gain/loss from pooled separate accounts	2015-06-30	$108,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$421,437
Employer contributions (assets) at end of year	2015-06-30	$128,698
Employer contributions (assets) at beginning of year	2015-06-30	$125,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$418,841
Contract administrator fees	2015-06-30	$1,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HARRINGTON GROUP, CPA'S LLP
Accountancy firm EIN	2015-06-30	954557617
2012 : LINCOLN CHILD CENTER PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$33,719
Total of all expenses incurred	2012-06-30	$202,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$192,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$29,946
Value of total assets at end of year	2012-06-30	$728,399
Value of total assets at beginning of year	2012-06-30	$897,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$9,746
Total interest from all sources	2012-06-30	$8,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$44,846
Amount contributed by the employer to the plan for this plan year	2012-06-30	$44,846
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$104,830
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$4,267
Administrative expenses (other) incurred	2012-06-30	$8,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-168,637
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$728,399
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$897,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$299,143
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$357,246
Interest earned on other investments	2012-06-30	$8,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$425,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$416,060
Net investment gain/loss from pooled separate accounts	2012-06-30	$-4,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$25,679
Employer contributions (assets) at end of year	2012-06-30	$4,000
Employer contributions (assets) at beginning of year	2012-06-30	$18,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$192,610
Contract administrator fees	2012-06-30	$1,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HARRINGTON GROUP, CPA'S LLP
Accountancy firm EIN	2012-06-30	954557617
2011 : LINCOLN CHILD CENTER PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$141,334
Total of all expenses incurred	2011-06-30	$71,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$69,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$60,885
Value of total assets at end of year	2011-06-30	$897,036
Value of total assets at beginning of year	2011-06-30	$826,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,523
Total interest from all sources	2011-06-30	$12,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$60,885
Amount contributed by the employer to the plan for this plan year	2011-06-30	$60,885
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$104,830
Participant contributions at beginning of year	2011-06-30	$84,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$70,255
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$897,036
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$826,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$357,246
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$285,843
Interest earned on other investments	2011-06-30	$12,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$416,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$448,975
Net investment gain/loss from pooled separate accounts	2011-06-30	$68,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$60,885
Employer contributions (assets) at end of year	2011-06-30	$18,900
Employer contributions (assets) at beginning of year	2011-06-30	$7,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$69,556
Contract administrator fees	2011-06-30	$1,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PATEL & ASSOCIATES CPA
Accountancy firm EIN	2011-06-30	943275707
2010 : LINCOLN CHILD CENTER PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$78,514
Amount contributed by the employer to the plan for this plan year	2010-06-30	$78,514

Form 5500 Responses for LINCOLN CHILD CENTER PENSION PLAN

2014: LINCOLN CHILD CENTER PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2011: LINCOLN CHILD CENTER PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: LINCOLN CHILD CENTER PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

052565K

Policy instance

Insurance contract or identification number	052565K
Number of Individuals Covered	210
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $256
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	256
Insurance broker organization code?	3
Insurance broker name	SAN FRANCISCO REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

054144-H

Policy instance

Insurance contract or identification number	054144-H
Number of Individuals Covered	91
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $89
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

054144-H

Policy instance

Insurance contract or identification number	054144-H
Number of Individuals Covered	109
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $265

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See full terms and conditions

Company Name:	LINCOLN
Employer identification number (EIN):	941156501
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0018446