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

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

Company Name: LINCOLN FINANCIAL SERVICES, INC.

Employer identification number (EIN): 841214960

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about LINCOLN FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1993-01-04

Company Identification Number: 19931000244

Legal Registered Office Address: 7878 Wadsworth Blvd Ste 300

Arvada
United States of America (USA)
80003

More information about 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 2018-01-01 MICHAEL LINCOLN 2019-02-14
001 2017-01-01 MICHAEL LINCOLN 2018-01-22
001 2016-01-01 MICHAEL LINCOLN 2017-04-13
001 2015-01-01 MICHAEL LINCOLN 2016-08-01
001 2014-01-01 MICHAEL LINCOLN 2015-03-11
001 2013-01-01 MICHAEL LINCOLN 2014-03-27
001 2012-01-01 MICHAEL LINCOLN 2013-06-19
001 2011-01-01 MICHAEL LINCOLN 2012-03-06
001 2010-01-01 MICHAEL LINCOLN 2011-05-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	MICHAEL LINCOLN	2019-02-14
001	2017-01-01	MICHAEL LINCOLN	2018-01-22
001	2016-01-01	MICHAEL LINCOLN	2017-04-13
001	2015-01-01	MICHAEL LINCOLN	2016-08-01
001	2014-01-01	MICHAEL LINCOLN	2015-03-11
001	2013-01-01	MICHAEL LINCOLN	2014-03-27
001	2012-01-01	MICHAEL LINCOLN	2013-06-19
001	2011-01-01	MICHAEL LINCOLN	2012-03-06
001	2010-01-01	MICHAEL LINCOLN	2011-05-04

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Company Name:	LINCOLN FINANCIAL SERVICES, INC.
Employer identification number (EIN):	841214960
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1993-01-04
Company Identification Number:	19931000244
Legal Registered Office Address:	7878 Wadsworth Blvd Ste 300 Arvada United States of America (USA) 80003