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LINCOLN ACADEMY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameLINCOLN ACADEMY 403(B) RETIREMENT PLAN
Plan identification number 001

LINCOLN ACADEMY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 ACADEMY 403(B) RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:LINCOLN ACADEMY 403(B) RETIREMENT PLAN
Employer identification number (EIN):010219126
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN ACADEMY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01LORI WRIGHT2024-10-21
0012022-07-01LORI WRIGHT2023-09-26
0012021-07-01LORI WRIGHT2022-09-15 LORI WRIGHT2022-09-15
0012020-07-01LORI WRIGHT2021-10-12 LORI WRIGHT2021-10-12
0012019-07-01LORI WRIGHT2020-07-20
0012018-07-01LORI WRIGHT2019-11-19
0012017-07-01LORI WRIGHT2019-01-23
0012016-07-01HELEN TELFER2017-09-07
0012015-07-01HELEN TELFER2016-10-31
0012014-07-01MARGOT RILEY2016-01-25
0012013-07-01MARGOT RILEY2015-04-08
0012012-07-01MARGOT RILEY2013-10-30
0012011-07-01MARGOT RILEY2012-10-17
0012010-07-01MARGOT RILEY2011-11-18

Plan Statistics for LINCOLN ACADEMY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for LINCOLN ACADEMY 403(B) RETIREMENT PLAN

Measure Date Value
2025: LINCOLN ACADEMY 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-30113
Total number of particpants at end of year2025-09-30110
Number of Participants With Account Balances2025-09-3046
2024: LINCOLN ACADEMY 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-21109
Total number of particpants at end of year2024-10-21110
Number of Participants With Account Balances2024-10-2144
2022: LINCOLN ACADEMY 403(B) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-15106
Total number of particpants at end of year2022-09-15110
Number of Participants With Account Balances2022-09-1545

Financial Data on LINCOLN ACADEMY 403(B) RETIREMENT PLAN

Measure Date Value
2025 : LINCOLN ACADEMY 403(B) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30118975
Net assets as of the end of the plan year2025-09-301383058
Total assets as of the beginning of the plan year2025-09-301164580
Value of plan covered by a fidelity bond2025-09-301000000
Participant contributions to plan in this plan year2025-09-30162529
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30174924
Plan net income in this plan year2025-09-30218478
Net assets as of the end of the plan year2025-09-301383058
Net assets as of the beginning of the plan year2025-09-301164580
Employer contributions to plan in this plan year2025-09-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30390
2024 : LINCOLN ACADEMY 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-210
Total liabilities as of the beginning of the plan year2024-10-210
Total expenses incurred by plan in this plan year2024-10-2142959
Net assets as of the end of the plan year2024-10-211164580
Total assets as of the beginning of the plan year2024-10-21922799
Value of plan covered by a fidelity bond2024-10-211000000
Participant contributions to plan in this plan year2024-10-21133371
Other expenses paid from plan in this plan year2024-10-210
Other contributions to plan in this plan year2024-10-210
Other income to plan in this plan year2024-10-21151369
Plan net income in this plan year2024-10-21241781
Net assets as of the end of the plan year2024-10-211164580
Net assets as of the beginning of the plan year2024-10-21922799
Employer contributions to plan in this plan year2024-10-210
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-21255
2022 : LINCOLN ACADEMY 403(B) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-150
Total liabilities as of the end of the plan year2022-09-150
Total liabilities as of the beginning of the plan year2022-09-150
Total expenses incurred by plan in this plan year2022-09-150
Net assets as of the end of the plan year2022-09-151114095
Total assets as of the beginning of the plan year2022-09-151192011
Value of plan covered by a fidelity bond2022-09-151000000
Participant contributions to plan in this plan year2022-09-15117245
Other expenses paid from plan in this plan year2022-09-150
Other contributions to plan in this plan year2022-09-150
Other income to plan in this plan year2022-09-15-195161
Plan net income in this plan year2022-09-15-77916
Net assets as of the end of the plan year2022-09-151114095
Net assets as of the beginning of the plan year2022-09-151192011
Employer contributions to plan in this plan year2022-09-150
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-150

Potentially related plans

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