401k Plan data: LINCOLN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN plan

LINCOLN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LINCOLN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

LINCOLN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BML FINANCIAL, INC. DBA LINCOLN FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BML FINANCIAL, INC. DBA LINCOLN FINANCIAL SERVICES, INC.

Employer identification number (EIN): 832970809

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about BML FINANCIAL, INC. DBA LINCOLN FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2019-01-02

Company Identification Number: 20191005427

Legal Registered Office Address: 7878 Wadsworth Blvd Ste 300

Arvada
United States of America (USA)
80003

More information about BML FINANCIAL, INC. DBA LINCOLN FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRANDON LINCOLN 2024-06-07
001 2022-01-01 BRANDON LINCOLN 2023-09-22
001 2021-01-01 BRANDON LINCOLN 2022-02-08
001 2020-01-01 BRANDON LINCOLN 2021-02-23
001 2019-01-01 BRANDON LINCOLN 2020-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRANDON LINCOLN	2024-06-07
001	2022-01-01	BRANDON LINCOLN	2023-09-22
001	2021-01-01	BRANDON LINCOLN	2022-02-08
001	2020-01-01	BRANDON LINCOLN	2021-02-23
001	2019-01-01	BRANDON LINCOLN	2020-07-07

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Company Name:	BML FINANCIAL, INC. DBA LINCOLN FINANCIAL SERVICES, INC.
Employer identification number (EIN):	832970809
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2019-01-02
Company Identification Number:	20191005427
Legal Registered Office Address:	7878 Wadsworth Blvd Ste 300 Arvada United States of America (USA) 80003