401k Plan data: SOKOL LARKIN 401(K) PLAN plan

SOKOL LARKIN 401(K) PLAN 401k Plan overview

Plan Name	SOKOL LARKIN 401(K) PLAN
Plan identification number	002

SOKOL LARKIN 401(K) PLAN Benefits

401k Plan Type

Defined 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 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOKOL, LARKIN, WAGNER & STORTI LLC has sponsored the creation of one or more 401k plans.

Company Name: SOKOL, LARKIN, WAGNER & STORTI LLC

Employer identification number (EIN): 931129531

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOKOL LARKIN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2017-01-01 MICHELLE RUDE
002 2016-01-01 MICHELLE RUDE
002 2015-01-01 MICHELLE RUDE
002 2014-01-01 MICHELLE RUDE
002 2013-01-01 MICHELLE RUDE
002 2012-01-01 MICHELLE RUDE
002 2011-01-01 MICHELLE RUDE
002 2009-01-01 JAN SOKOL

Plan Statistics for SOKOL LARKIN 401(K) PLAN

401k plan membership statisitcs for SOKOL LARKIN 401(K) PLAN

Measure Date Value
2022: SOKOL LARKIN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 26
Number of participants with account balances 2022-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOKOL LARKIN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 24
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: SOKOL LARKIN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 23
Number of participants with account balances 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOKOL LARKIN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2017: SOKOL LARKIN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: SOKOL LARKIN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 29
Number of participants with account balances 2016-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOKOL LARKIN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SOKOL LARKIN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 30
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: SOKOL LARKIN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOKOL LARKIN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: SOKOL LARKIN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: SOKOL LARKIN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: SOKOL LARKIN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	26
Number of participants with account balances	2022-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOKOL LARKIN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	24
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: SOKOL LARKIN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	23
Number of participants with account balances	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOKOL LARKIN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2017: SOKOL LARKIN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: SOKOL LARKIN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	29
Number of participants with account balances	2016-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOKOL LARKIN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SOKOL LARKIN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	30
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: SOKOL LARKIN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOKOL LARKIN 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: SOKOL LARKIN 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: SOKOL LARKIN 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SOKOL LARKIN 401(K) PLAN

Measure	Date	Value
2022 : SOKOL LARKIN 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$9,197
Total plan liabilities at beginning of year	2022-12-31	$8,713
Total income from all sources	2022-12-31	$-1,392,773
Expenses. Total of all expenses incurred	2022-12-31	$4,245,347
Benefits paid (including direct rollovers)	2022-12-31	$4,228,453
Total plan assets at end of year	2022-12-31	$9,806,238
Total plan assets at beginning of year	2022-12-31	$15,443,874
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$145,362
Expenses. Other expenses not covered elsewhere	2022-12-31	$1,376
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,739,813
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-5,638,120
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$9,797,041
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$15,435,161
Assets. Value of participant loans	2022-12-31	$108,976
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$201,678
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,518
2021 : SOKOL LARKIN 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$8,713
Total plan liabilities at beginning of year	2021-12-31	$16,930
Total income from all sources	2021-12-31	$2,103,095
Expenses. Total of all expenses incurred	2021-12-31	$514,690
Benefits paid (including direct rollovers)	2021-12-31	$495,824
Total plan assets at end of year	2021-12-31	$15,443,874
Total plan assets at beginning of year	2021-12-31	$13,863,686
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$172,602
Expenses. Other expenses not covered elsewhere	2021-12-31	$691
Contributions received from other sources (not participants or employers)	2021-12-31	$44,175
Other income received	2021-12-31	$1,704,335
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,588,405
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$15,435,161
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$13,846,756
Assets. Value of participant loans	2021-12-31	$154,849
Assets. Value of real-estate (other than employer real property)	2021-12-31	$2,284,000
Total contributions received or receivable from employer(s)	2021-12-31	$181,983
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$18,175
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOKOL LARKIN 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$16,930
Total plan liabilities at beginning of year	2020-12-31	$15,212
Total income from all sources	2020-12-31	$2,168,638
Expenses. Total of all expenses incurred	2020-12-31	$217,561
Benefits paid (including direct rollovers)	2020-12-31	$199,203
Total plan assets at end of year	2020-12-31	$13,863,686
Total plan assets at beginning of year	2020-12-31	$11,910,891
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$185,091
Expenses. Other expenses not covered elsewhere	2020-12-31	$556
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,823,760
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,951,077
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$13,846,756
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,895,679
Assets. Value of participant loans	2020-12-31	$122,310
Assets. Value of real-estate (other than employer real property)	2020-12-31	$2,284,000
Total contributions received or receivable from employer(s)	2020-12-31	$159,787
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$17,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SOKOL LARKIN 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$15,212
Total plan liabilities at beginning of year	2019-12-31	$10,043
Total income from all sources	2019-12-31	$2,219,407
Expenses. Total of all expenses incurred	2019-12-31	$31,674
Benefits paid (including direct rollovers)	2019-12-31	$16,620
Total plan assets at end of year	2019-12-31	$11,910,891
Total plan assets at beginning of year	2019-12-31	$9,717,989
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$178,251
Expenses. Other expenses not covered elsewhere	2019-12-31	$4,021
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,808,385
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,187,733
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,895,679
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,707,946
Assets. Value of participant loans	2019-12-31	$97,703
Assets. Value of real-estate (other than employer real property)	2019-12-31	$2,371,761
Total contributions received or receivable from employer(s)	2019-12-31	$232,771
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SOKOL LARKIN 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$10,043
Total plan liabilities at beginning of year	2018-12-31	$1,225
Total income from all sources	2018-12-31	$359,395
Expenses. Total of all expenses incurred	2018-12-31	$1,046,609
Benefits paid (including direct rollovers)	2018-12-31	$733,585
Total plan assets at end of year	2018-12-31	$9,717,989
Total plan assets at beginning of year	2018-12-31	$10,396,385
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$147,422
Expenses. Other expenses not covered elsewhere	2018-12-31	$298,503
Other income received	2018-12-31	$54,148
Net income (gross income less expenses)	2018-12-31	$-687,214
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,707,946
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,395,160
Assets. Value of participant loans	2018-12-31	$115,857
Assets. Value of real-estate (other than employer real property)	2018-12-31	$2,295,754
Total contributions received or receivable from employer(s)	2018-12-31	$157,825
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SOKOL LARKIN 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$1,225
Total plan liabilities at beginning of year	2017-12-31	$7,353
Total income from all sources	2017-12-31	$1,514,716
Expenses. Total of all expenses incurred	2017-12-31	$743,736
Benefits paid (including direct rollovers)	2017-12-31	$735,930
Total plan assets at end of year	2017-12-31	$10,396,385
Total plan assets at beginning of year	2017-12-31	$9,631,533
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$132,938
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,214,396
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$770,980
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,395,160
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,624,180
Assets. Value of participant loans	2017-12-31	$81,436
Assets. Value of real-estate (other than employer real property)	2017-12-31	$2,207,079
Total contributions received or receivable from employer(s)	2017-12-31	$167,382
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,806
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SOKOL LARKIN 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$7,353
Total plan liabilities at beginning of year	2016-12-31	$5,375
Total income from all sources	2016-12-31	$789,875
Expenses. Total of all expenses incurred	2016-12-31	$34,117
Benefits paid (including direct rollovers)	2016-12-31	$27,130
Total plan assets at end of year	2016-12-31	$9,631,533
Total plan assets at beginning of year	2016-12-31	$8,873,797
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$138,638
Expenses. Other expenses not covered elsewhere	2016-12-31	$6,984
Contributions received from other sources (not participants or employers)	2016-12-31	$65,956
Other income received	2016-12-31	$416,124
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$755,758
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,624,180
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,868,422
Assets. Value of participant loans	2016-12-31	$83,429
Assets. Value of real-estate (other than employer real property)	2016-12-31	$2,151,712
Total contributions received or receivable from employer(s)	2016-12-31	$169,157
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SOKOL LARKIN 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$5,375
Total plan liabilities at beginning of year	2015-12-31	$942
Total income from all sources	2015-12-31	$551,072
Expenses. Total of all expenses incurred	2015-12-31	$254,190
Benefits paid (including direct rollovers)	2015-12-31	$241,475
Total plan assets at end of year	2015-12-31	$8,873,797
Total plan assets at beginning of year	2015-12-31	$8,572,482
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$143,538
Expenses. Other expenses not covered elsewhere	2015-12-31	$4,420
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$249,577
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$296,882
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,868,422
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,571,540
Assets. Value of participant loans	2015-12-31	$2,837
Assets. Value of real-estate (other than employer real property)	2015-12-31	$2,151,712
Total contributions received or receivable from employer(s)	2015-12-31	$157,957
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SOKOL LARKIN 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$942
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,004,544
Expenses. Total of all expenses incurred	2014-12-31	$129,921
Benefits paid (including direct rollovers)	2014-12-31	$129,826
Total plan assets at end of year	2014-12-31	$8,572,482
Total plan assets at beginning of year	2014-12-31	$7,696,917
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$142,897
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$762,339
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$874,623
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,571,540
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,696,917
Assets. Value of participant loans	2014-12-31	$7,717
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,771,911
Total contributions received or receivable from employer(s)	2014-12-31	$99,308
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SOKOL LARKIN 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,667,739
Expenses. Total of all expenses incurred	2013-12-31	$321,163
Benefits paid (including direct rollovers)	2013-12-31	$309,009
Total plan assets at end of year	2013-12-31	$7,696,917
Total plan assets at beginning of year	2013-12-31	$6,350,341
Value of fidelity bond covering the plan	2013-12-31	$1,500,000
Total contributions received or receivable from participants	2013-12-31	$141,015
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,396,927
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,346,576
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,696,917
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,350,341
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,308,000
Total contributions received or receivable from employer(s)	2013-12-31	$129,797
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SOKOL LARKIN 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$850,588
Expenses. Total of all expenses incurred	2012-12-31	$1,163,080
Benefits paid (including direct rollovers)	2012-12-31	$1,153,772
Total plan assets at end of year	2012-12-31	$6,350,341
Total plan assets at beginning of year	2012-12-31	$6,662,833
Value of fidelity bond covering the plan	2012-12-31	$1,500,000
Total contributions received or receivable from participants	2012-12-31	$139,200
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$554,189
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-312,492
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,350,341
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,662,833
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,188,000
Total contributions received or receivable from employer(s)	2012-12-31	$157,199
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SOKOL LARKIN 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$864,944
Expenses. Total of all expenses incurred	2011-12-31	$375,134
Benefits paid (including direct rollovers)	2011-12-31	$364,709
Total plan assets at end of year	2011-12-31	$6,713,822
Total plan assets at beginning of year	2011-12-31	$6,224,012
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Total contributions received or receivable from participants	2011-12-31	$174,043
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$59,761
Other income received	2011-12-31	$287,708
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$489,810
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,713,822
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,224,012
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$33,468
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,022,000
Total contributions received or receivable from employer(s)	2011-12-31	$343,432
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SOKOL LARKIN 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$794,047
Expenses. Total of all expenses incurred	2010-12-31	$30,362
Benefits paid (including direct rollovers)	2010-12-31	$19,907
Total plan assets at end of year	2010-12-31	$6,224,012
Total plan assets at beginning of year	2010-12-31	$5,460,327
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Total contributions received or receivable from participants	2010-12-31	$141,096
Other income received	2010-12-31	$465,427
Net income (gross income less expenses)	2010-12-31	$763,685
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,224,012
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,460,327
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$78,530
Assets. Value of real-estate (other than employer real property)	2010-12-31	$820,000
Total contributions received or receivable from employer(s)	2010-12-31	$187,524
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SOKOL LARKIN 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SOKOL LARKIN 401(K) PLAN

2022: SOKOL LARKIN 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOKOL LARKIN 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOKOL LARKIN 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOKOL LARKIN 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: SOKOL LARKIN 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOKOL LARKIN 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOKOL LARKIN 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOKOL LARKIN 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOKOL LARKIN 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOKOL LARKIN 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOKOL LARKIN 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOKOL LARKIN 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	26
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	24
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	23
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	22
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	30
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	25
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	25
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SSG-001

Policy instance

Insurance contract or identification number	SSG-001
Number of Individuals Covered	26
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SOKOL, LARKIN, WAGNER & STORTI LLC
Employer identification number (EIN):	931129531
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers