401k Plan data: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER plan

EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER
Plan identification number	007

EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 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 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 EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2023-01-01 EPIFANIA ESTRADA 2024-07-17
007 2022-01-01 EPIFANIA ESTRADA 2023-07-17
007 2021-01-01 EPIFANIA ESTRADA 2022-07-29
007 2020-01-01 EPIFANIA ESTADA 2021-09-08
007 2019-01-01 EPIFANIA ESTADA 2020-10-14
007 2018-01-01 EPIFANIA ESTADA 2019-10-10
007 2017-07-01 EPIFANIA ESTADA 2018-10-12
007 2016-07-01 EPIFANIA ESTRADA 2018-04-18
007 2015-07-01 EPIFANIA ESTRADA
007 2014-07-01 EPIFANIA ESTRADA
007 2013-07-01 EPIFANIA ESTRADA
007 2012-07-01 EPIFANIA ESTRADA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
007	2023-01-01	EPIFANIA ESTRADA	2024-07-17
007	2022-01-01	EPIFANIA ESTRADA	2023-07-17
007	2021-01-01	EPIFANIA ESTRADA	2022-07-29
007	2020-01-01	EPIFANIA ESTADA	2021-09-08
007	2019-01-01	EPIFANIA ESTADA	2020-10-14
007	2018-01-01	EPIFANIA ESTADA	2019-10-10
007	2017-07-01	EPIFANIA ESTADA	2018-10-12
007	2016-07-01	EPIFANIA ESTRADA	2018-04-18
007	2015-07-01	EPIFANIA ESTRADA
007	2014-07-01	EPIFANIA ESTRADA
007	2013-07-01	EPIFANIA ESTRADA
007	2012-07-01	EPIFANIA ESTRADA

Plan Statistics for EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER

Measure Date Value
2015: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2015 401k membership
Total participants, beginning-of-year 2015-07-01 96
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 76
Number of other retired or separated participants entitled to future benefits 2015-07-01 22
Total of all active and inactive participants 2015-07-01 98
Total participants 2015-07-01 98
Number of participants with account balances 2015-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2014 401k membership
Total participants, beginning-of-year 2014-07-01 94
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 75
Number of other retired or separated participants entitled to future benefits 2014-07-01 21
Total of all active and inactive participants 2014-07-01 96
Total participants 2014-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
2013: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2013 401k membership
Total participants, beginning-of-year 2013-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 94
Number of other retired or separated participants entitled to future benefits 2013-07-01 13
Total of all active and inactive participants 2013-07-01 107
Total participants 2013-07-01 107
Number of participants with account balances 2013-07-01 107
2012: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2012 401k membership
Total participants, beginning-of-year 2012-07-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 24
Number of other retired or separated participants entitled to future benefits 2012-07-01 58
Total of all active and inactive participants 2012-07-01 82
Total participants 2012-07-01 82
Number of participants with account balances 2012-07-01 82

Measure	Date	Value
2015: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2015 401k membership
Total participants, beginning-of-year	2015-07-01	96
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	76
Number of other retired or separated participants entitled to future benefits	2015-07-01	22
Total of all active and inactive participants	2015-07-01	98
Total participants	2015-07-01	98
Number of participants with account balances	2015-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2014 401k membership
Total participants, beginning-of-year	2014-07-01	94
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	75
Number of other retired or separated participants entitled to future benefits	2014-07-01	21
Total of all active and inactive participants	2014-07-01	96
Total participants	2014-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
2013: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2013 401k membership
Total participants, beginning-of-year	2013-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	94
Number of other retired or separated participants entitled to future benefits	2013-07-01	13
Total of all active and inactive participants	2013-07-01	107
Total participants	2013-07-01	107
Number of participants with account balances	2013-07-01	107
2012: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2012 401k membership
Total participants, beginning-of-year	2012-07-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	24
Number of other retired or separated participants entitled to future benefits	2012-07-01	58
Total of all active and inactive participants	2012-07-01	82
Total participants	2012-07-01	82
Number of participants with account balances	2012-07-01	82

Financial Data on EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER

Measure	Date	Value
2016 : EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2016 401k financial data
Total income from all sources	2016-06-30	$29,996
Expenses. Total of all expenses incurred	2016-06-30	$81,343
Benefits paid (including direct rollovers)	2016-06-30	$79,932
Total plan assets at end of year	2016-06-30	$639,907
Total plan assets at beginning of year	2016-06-30	$691,254
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Total contributions received or receivable from participants	2016-06-30	$8,242
Contributions received from other sources (not participants or employers)	2016-06-30	$8,075
Other income received	2016-06-30	$-5,088
Net income (gross income less expenses)	2016-06-30	$-51,347
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$639,907
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$691,254
Total contributions received or receivable from employer(s)	2016-06-30	$18,767
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$1,411
2015 : EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2015 401k financial data
Total income from all sources	2015-06-30	$46,057
Expenses. Total of all expenses incurred	2015-06-30	$48,653
Benefits paid (including direct rollovers)	2015-06-30	$29,885
Total plan assets at end of year	2015-06-30	$671,958
Total plan assets at beginning of year	2015-06-30	$674,554
Value of fidelity bond covering the plan	2015-06-30	$1,000,000
Total contributions received or receivable from participants	2015-06-30	$6,551
Other income received	2015-06-30	$24,979
Net income (gross income less expenses)	2015-06-30	$-2,596
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$671,958
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$674,554
Total contributions received or receivable from employer(s)	2015-06-30	$14,527
Value of certain deemed distributions of participant loans	2015-06-30	$18,480
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$288
2014 : EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2014 401k financial data
Total income from all sources	2014-06-30	$89,757
Expenses. Total of all expenses incurred	2014-06-30	$98,237
Benefits paid (including direct rollovers)	2014-06-30	$84,924
Total plan assets at end of year	2014-06-30	$674,554
Total plan assets at beginning of year	2014-06-30	$683,034
Value of fidelity bond covering the plan	2014-06-30	$1,000,000
Total contributions received or receivable from participants	2014-06-30	$5,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$1,213
Contributions received from other sources (not participants or employers)	2014-06-30	$1,213
Other income received	2014-06-30	$65,499
Net income (gross income less expenses)	2014-06-30	$-8,480
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$674,554
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$683,034
Total contributions received or receivable from employer(s)	2014-06-30	$18,045
Value of corrective distributions	2014-06-30	$11,033
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$1,067
2013 : EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2013 401k financial data
Transfers to/from the plan	2013-06-30	$702,799
Total income from all sources	2013-06-30	$60,972
Expenses. Total of all expenses incurred	2013-06-30	$80,737
Benefits paid (including direct rollovers)	2013-06-30	$64,742
Total plan assets at end of year	2013-06-30	$683,034
Value of fidelity bond covering the plan	2013-06-30	$1,000,000
Total contributions received or receivable from participants	2013-06-30	$3,600
Contributions received from other sources (not participants or employers)	2013-06-30	$2,237
Other income received	2013-06-30	$33,569
Net income (gross income less expenses)	2013-06-30	$-19,765
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$683,034
Assets. Value of participant loans	2013-06-30	$63,131
Total contributions received or receivable from employer(s)	2013-06-30	$21,566
Value of certain deemed distributions of participant loans	2013-06-30	$15,995

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER

2015: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 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 funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFIT PLAN OF LINCOLN CHILD CENTER 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	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

054144H

Policy instance

Insurance contract or identification number	054144H
Number of Individuals Covered	98
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11
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	11
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
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

054144H

Policy instance

Insurance contract or identification number	054144H
Number of Individuals Covered	96
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 $18
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	18
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION
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

054144H

Policy instance

Insurance contract or identification number	054144H
Number of Individuals Covered	107
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $52
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	52
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
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

054144H

Policy instance

Insurance contract or identification number	054144H
Number of Individuals Covered	82
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

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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