Fidelity bond in place
Yes
Filing
Skagen Designs Ltd. 401K Savings Retirement Plan
Skagen Designs Ltd. • EIN 11-2982864 • Plan year 2007
Filing Insights
Participants
Up189 → 193
4 • 2.12%
Assets
Up$1,109,490 → $1,223,951
$114,461 • 10.32%
Investment Management Fee
0.00%$0
Admin expenses $29,428 • Total expenses $397,253
Filing Details
Context- Net investment result
- $111,500
- Pension payor EIN
- 35-0472300
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Yes
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
No
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Yes
5% transactions reported
No
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| CUPIT, MILLIGAN, OGDEN & WILLIAMSEIN 88-0189498 | Accountant | - | - | Cupit, Milligan, Ogden & Williams |
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $304,113 | - |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 0 | - | $304,113 | - |
| 2011 | 1 | 89 | $2,607,956 | $477,594 | $5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 89 | $2,607,956 | $477,594 | $5,366iApproximate average salary by contribution assumption: employee only about $134,156 at 4% or $89,437 at 6%; with 50% employer match about $89,437 at 4% or $59,625 at 6%; with 100% employer match about $67,078 at 4% or $44,719 at 6%. |
| 2010 | 1 | 78 | $2,324,967 | $445,527 | $5,712iApproximate average salary by contribution assumption: employee only about $142,797 at 4% or $95,198 at 6%; with 50% employer match about $95,198 at 4% or $63,465 at 6%; with 100% employer match about $71,399 at 4% or $47,599 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 78 | $2,324,967 | $445,527 | $5,712iApproximate average salary by contribution assumption: employee only about $142,797 at 4% or $95,198 at 6%; with 50% employer match about $95,198 at 4% or $63,465 at 6%; with 100% employer match about $71,399 at 4% or $47,599 at 6%. |
| 2009 | 1 | 89 | $1,753,950 | $432,101 | $4,855iApproximate average salary by contribution assumption: employee only about $121,377 at 4% or $80,918 at 6%; with 50% employer match about $80,918 at 4% or $53,945 at 6%; with 100% employer match about $60,688 at 4% or $40,459 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 89 | $1,753,950 | $432,101 | $4,855iApproximate average salary by contribution assumption: employee only about $121,377 at 4% or $80,918 at 6%; with 50% employer match about $80,918 at 4% or $53,945 at 6%; with 100% employer match about $60,688 at 4% or $40,459 at 6%. |
| 2008 | 1 | 176 | $1,173,421 | $547,949 | $3,113iApproximate average salary by contribution assumption: employee only about $77,834 at 4% or $51,889 at 6%; with 50% employer match about $51,889 at 4% or $34,593 at 6%; with 100% employer match about $38,917 at 4% or $25,945 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 176 | $1,173,421 | $547,949 | $3,113iApproximate average salary by contribution assumption: employee only about $77,834 at 4% or $51,889 at 6%; with 50% employer match about $51,889 at 4% or $34,593 at 6%; with 100% employer match about $38,917 at 4% or $25,945 at 6%. |
| 2007 | 1 | 193 | $1,223,951 | $406,173 | $2,105iApproximate average salary by contribution assumption: employee only about $52,613 at 4% or $35,075 at 6%; with 50% employer match about $35,075 at 4% or $23,384 at 6%; with 100% employer match about $26,307 at 4% or $17,538 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | Current | 193 | $1,223,951 | $406,173 | $2,105iApproximate average salary by contribution assumption: employee only about $52,613 at 4% or $35,075 at 6%; with 50% employer match about $35,075 at 4% or $23,384 at 6%; with 100% employer match about $26,307 at 4% or $17,538 at 6%. |
| 2006 | 1 | 126 | $1,109,490 | $373,014 | $2,960iApproximate average salary by contribution assumption: employee only about $74,011 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,894 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 126 | $1,109,490 | $373,014 | $2,960iApproximate average salary by contribution assumption: employee only about $74,011 at 4% or $49,340 at 6%; with 50% employer match about $49,340 at 4% or $32,894 at 6%; with 100% employer match about $37,005 at 4% or $24,670 at 6%. |
| 2005 | 1 | 110 | $813,401 | $195,248 | $1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,187 at 4% or $14,792 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 110 | $813,401 | $195,248 | $1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,187 at 4% or $14,792 at 6%. |
| 2004 | 1 | 53 | $625,616 | $215,327 | $4,063iApproximate average salary by contribution assumption: employee only about $101,569 at 4% or $67,713 at 6%; with 50% employer match about $67,713 at 4% or $45,142 at 6%; with 100% employer match about $50,785 at 4% or $33,856 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 53 | $625,616 | $215,327 | $4,063iApproximate average salary by contribution assumption: employee only about $101,569 at 4% or $67,713 at 6%; with 50% employer match about $67,713 at 4% or $45,142 at 6%; with 100% employer match about $50,785 at 4% or $33,856 at 6%. |
| 2003 | 1 | 71 | $470,467 | $177,534 | $2,500iApproximate average salary by contribution assumption: employee only about $62,512 at 4% or $41,675 at 6%; with 50% employer match about $41,675 at 4% or $27,783 at 6%; with 100% employer match about $31,256 at 4% or $20,837 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 71 | $470,467 | $177,534 | $2,500iApproximate average salary by contribution assumption: employee only about $62,512 at 4% or $41,675 at 6%; with 50% employer match about $41,675 at 4% or $27,783 at 6%; with 100% employer match about $31,256 at 4% or $20,837 at 6%. |
| 2002 | 1 | 84 | $294,947 | $125,590 | $1,495iApproximate average salary by contribution assumption: employee only about $37,378 at 4% or $24,919 at 6%; with 50% employer match about $24,919 at 4% or $16,612 at 6%; with 100% employer match about $18,689 at 4% or $12,459 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 84 | $294,947 | $125,590 | $1,495iApproximate average salary by contribution assumption: employee only about $37,378 at 4% or $24,919 at 6%; with 50% employer match about $24,919 at 4% or $16,612 at 6%; with 100% employer match about $18,689 at 4% or $12,459 at 6%. |
| 2001 | 1 | 94 | $0 | $0 | - |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 94 | - | - | - |
| 2000 | 1 | 62 | $0 | $0 | - |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 62 | - | - | - |
| 1999 | 1 | 46 | $252,075 | $152,651 | $3,319iApproximate average salary by contribution assumption: employee only about $82,963 at 4% or $55,308 at 6%; with 50% employer match about $55,308 at 4% or $36,872 at 6%; with 100% employer match about $41,481 at 4% or $27,654 at 6%. |
| Skagen Designs Ltd. 401K Savings Retirement Plan | - | 46 | $252,075 | $152,651 | $3,319iApproximate average salary by contribution assumption: employee only about $82,963 at 4% or $55,308 at 6%; with 50% employer match about $55,308 at 4% or $36,872 at 6%; with 100% employer match about $41,481 at 4% or $27,654 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037347327288
- Form Id
- 93408503
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347327030002
- Ins Broker 01 Name
- EBS FINANCIAL, LTD.
- Ins Broker 01 Street Addr
- 3770 HOWARD HUDGES PKWY, SUITE 145
- Ins Broker 01 City
- LAS VEGAS
- Ins Broker 01 State
- NV
- Ins Broker 01 ZIP Code
- 89109
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037347327288
- Form Id
- 93408503
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347327030002
- Ins Broker 01 Name
- MML INSURANCE AGENCY, INC.
- Ins Broker 01 Street Addr
- PO BOX 2453
- Ins Broker 01 City
- HARRISBURG
- Ins Broker 01 State
- PA
- Ins Broker 01 ZIP Code
- 17105
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Ins Carrier Name: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Filing Id
- 84037347327288
- Form Id
- 93408503
- Schedule A EIN
- 11-2982864
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 35-0472300
- Ins Carrier Naic Code
- 65676
- Ins Contract Num
- 36588
- Ins Prsn Covered End of year Count
- 100
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GROUPVARIABLEANNUITY GUARANTEEDFUND
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule C
Schedule C Provider
Provider 1
Provider details
Source fields
- Row 1
- Filing Id
- 84037347327288
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347327030003
- Row 2
- Filing Id
- 84037347327288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347327030003
- Provider 01 Name
- 401K ADMINISTRATORS
- Provider 01 EIN
- 20-4418978
- Provider 01 Position
- CONTRACT ADMINISTRATOR
- Provider 01 Relation
- THIRD PARTY ADMINISTRATOR
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $1,223
- Provider 01 Srvc Code
- 12
Schedule C Provider
Provider 2
Provider details
Source fields
- Row 3
- Filing Id
- 84037347327288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347327030003
- Provider 01 Name
- MML INVESTORS SERVICES
- Provider 01 EIN
- 88-0412743
- Provider 01 Position
- BROKER
- Provider 01 Relation
- BROKER
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $8,149
- Provider 01 Srvc Code
- 15
Schedule C Provider
Provider 3
Provider details
Source fields
- Row 4
- Filing Id
- 84037347327288
- Schedule C EIN
- 11-2982864
- Schedule C Plan number
- 001
- Schedule C Plan Year Begin Date
- 2007-01-01
- Schedule C Tax Period
- 20071231
- Provider Total Comp Paid Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037347327288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- LVIP SMALL-CAP INDEX SA36
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300136
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $20,282
- Row 2
- Filing Id
- 84037347327288
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7020378347327030004
- Row 3
- Filing Id
- 84037347327288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- MFS VIT UTILITIES SERIES SA67
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300167
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $54,156
- Row 4
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- AMERICAN GROWTH-INCOME SA49
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300149
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $30,104
- Row 5
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- INTERNATIONAL EQUITY SA22
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300122
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $72,586
- Row 6
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- AMERICAN GROWTH SA48
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300148
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $21,984
- Row 7
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- FIDELITY CONTRAFUND SA35
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300135
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $42,939
- Row 8
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- FIDELITY VIP GROWTH SA58
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300158
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $208,281
- Row 9
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- LVIP S&P 500 INDEX SA27
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300127
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,461
- Row 10
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- AFIS GLOBAL GROWTH SA34
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300134
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,788
- Row 11
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- LARGE CAP EQUITY SA23
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300123
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,343
- Row 12
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- CORE EQUITY SA11
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300111
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,407
- Row 13
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- LVIP DEL SOCIAL AWARENESS SA33
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300133
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,160
- Row 14
- Filing Id
- 84037347327288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- MEDIUM CAP EQUITY SA17
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300117
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $11,915
- Row 15
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- LVIP WILSHIRE AGRV PRFL SA98
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300198
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $455
- Row 16
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- FIDELITY VIP EQUITYINCOME SA57
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300157
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $195,105
- Row 17
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- BLACKROCK MID-CAP VALUE SA83
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300183
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $21,331
- Row 18
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- NEUBERGERBERMAN MIDCAP GR SA37
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300137
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,838
- Row 19
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- SMALL CAP EQUITY SA24
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300124
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,106
- Row 20
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- DELAWARE VIP SMCAP VALUE SA56
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300156
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $42,149
- Row 21
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- GOV'T/CORPORATE BOND SA12
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300112
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $33,909
- Row 22
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- AC VP INFLATION PROTECT SA92
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300192
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $18,696
- Row 23
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- COHEN & STEERS GBL REIT SA55
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300155
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,964
- Row 24
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- SHORT TERM SA14
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300114
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $143,398
- Row 25
- Filing Id
- 84037347327288
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- AGGRESSIVE BALANCED SA32
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300132
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,598
- Row 26
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 3
- Row Num
- 30
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- GUARANTEED ACCOUNT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300000
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $20,470
- Row 27
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 4
- Row Num
- 31
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- VALUE EQUITY SA28
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300128
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,590
- Row 28
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- CONSERVATIVE BALANCED SA30
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300130
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,017
- Row 29
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- HIGH YIELD BOND SA20
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300120
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $19,240
- Row 30
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- FIDELITY VIP MID CAP SA84
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300184
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $91,630
- Row 31
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- AMERICAN INTERNATIONAL SA54
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300154
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $19,639
- Row 32
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- BALANCED SA21
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300121
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,605
- Row 33
- Filing Id
- 84037347327288
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 7020378347327030004
- DFE P1 Entity 01 Name
- ALLIANCE VPS GROWTH&INC SA19
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INS. CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300119
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,787
- Row 34
- Filing Id
- 84037347327288
- Schedule D EIN
- 11-2982864
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2007-01-01
- Schedule D Tax Period
- 20071231
Schedule H
Schedule H Financial Statement
Large plan result
Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.
End-of-year assets$1,223,951$114,461 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,109,490$1,223,951Increase +$114,461 (10.32%)
Total liabilities$0$2,961Increase +$2,961
Net assets$1,109,490$1,220,990Increase +$111,500 (10.05%)
Contributions
Employer contributions$157,485
Participant contributions$248,688
Other contributions$0
Total contributions$406,173
Income & Investment Result
Total income$508,753
Interest$230
Dividends$0
Net income$111,500
Expenses & Fees
Benefits paid$367,825
Investment management$0
Administrative expenses$29,428
Total expenses$397,253
Accountant
FirmCUPIT, MILLIGAN, OGDEN & WILLIAMS
Firm EIN88-0189498
Compliance
Fidelity bondYes
Fidelity bond amount$110,000
Participant loans$2,017
Late contributionsYes
Schedule H source fields
- Financial summary
- Total assets at beginning of year: $1,109,490Total assets at end of year: $1,223,951Total liabilities at end of year: $2,961Net income or loss: $111,500
- Filing Id
- 84037347327288
- Schedule H EIN
- 11-2982864
- Schedule H Plan number
- 001
- Schedule H Plan Year Begin Date
- 2007-01-01
- Schedule H Tax Period
- 20071231
- Non Interest Bear Cash Beginning of year Amount
- $0
- Employer Contribution Beginning of year Amount
- $11,276
- Participants Contribution Beginning of year Amount
- $0
- Other Receivables Beginning of year Amount
- $0
- Interest Bear Cash Beginning of year Amount
- $0
- Govt Sec Beginning of year Amount
- $0
- Corp Debt Preferred Beginning of year Amount
- $0
- Corp Debt Other Beginning of year Amount
- $0
- Pref Stock Beginning of year Amount
- $0
- Common Stock Beginning of year Amount
- $0
- Joint Venture Beginning of year Amount
- $0
- Real Estate Beginning of year Amount
- $0
- Other Loans Beginning of year Amount
- $0
- Participant loans at beginning of year
- $3,217
- Interest Common Tr Beginning of year Amount
- $0
- Interest Pool Sep Account Beginning of year Amount
- $1,094,997
- Interest Master Tr Beginning of year Amount
- $0
- Interest 103 12 Investment Beginning of year Amount
- $0
- Interest in registered investment companies at beginning of year
- $0
- Ins Co Gen Account Beginning of year Amount
- $0
- Oth Investment Beginning of year Amount
- $0
- Employer Sec Beginning of year Amount
- $0
- Employer Prop Beginning of year Amount
- $0
- Bldgs Used Beginning of year Amount
- $0
- Total assets at beginning of year
- $1,109,490
- Bnfts Payable Beginning of year Amount
- $0
- Oprtng Payable Beginning of year Amount
- $0
- Acquis Indbt Beginning of year Amount
- $0
- Other Liability Beginning of year Amount
- $0
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $1,109,490
- Non Interest Bear Cash End of year Amount
- $0
- Employer Contribution End of year Amount
- $0
- Participants Contribution End of year Amount
- $0
- Other Receivables End of year Amount
- $0
- Interest Bear Cash End of year Amount
- $0
- Govt Sec End of year Amount
- $0
- Corp Debt Preferred End of year Amount
- $0
- Corp Debt Other End of year Amount
- $0
- Pref Stock End of year Amount
- $0
- Common Stock End of year Amount
- $0
- Joint Venture End of year Amount
- $0
- Real Estate End of year Amount
- $0
- Other Loans End of year Amount
- $0
- Participant loans at end of year
- $2,017
- Interest Common Tr End of year Amount
- $0
- Interest Pool Sep Account End of year Amount
- $1,221,934
- Interest Master Tr End of year Amount
- $0
- Interest 103 12 Investment End of year Amount
- $0
- Interest in registered investment companies at end of year
- $0
- Ins Co Gen Account End of year Amount
- $0
- Oth Investment End of year Amount
- $0
- Employer Sec End of year Amount
- $0
- Employer Prop End of year Amount
- $0
- Bldgs Used End of year Amount
- $0
- Total assets at end of year
- $1,223,951
- Bnfts Payable End of year Amount
- $2,961
- Oprtng Payable End of year Amount
- $0
- Acquis Indbt End of year Amount
- $0
- Other Liability End of year Amount
- $0
- Total liabilities at end of year
- $2,961
- Net assets at end of year
- $1,220,990
- Employer contributions
- $157,485
- Participant contributions
- $248,688
- Oth Contribution Rcvd Amount
- $0
- Non Cash Contribution Bs Amount
- $0
- Total contributions
- $406,173
- Interest Bear Cash Amount
- $0
- Interest On Govt Sec Amount
- $0
- Interest On Corp Debt Amount
- $0
- Interest On Oth Loans Amount
- $0
- Interest on participant loans
- $230
- Interest On Oth Investment Amount
- $0
- Total interest income
- $230
- Divnd Pref Stock Amount
- $0
- Divnd Common Stock Amount
- $0
- Total dividend income
- $0
- Total Rents Amount
- $0
- Aggregate Proceeds Amount
- $0
- Aggregate Costs Amount
- $0
- Net gain or loss on sale of assets
- $0
- Unrealized Apprctn Re Amount
- $0
- Unrealized Apprctn Oth Amount
- $0
- Net unrealized appreciation or depreciation
- $0
- Gain Loss Com Trust Amount
- $0
- Gain Loss Pool Sep Amount
- $102,350
- Gain Loss Master Tr Amount
- $0
- Gain Loss 103 12 Investment Amount
- $0
- Gain or loss on registered investments
- $0
- Other Income Amount
- $0
- Total income
- $508,753
- Participant distributions
- $367,825
- Ins Carrier Bnfts Amount
- $0
- Oth Bnft Payment Amount
- $0
- Total benefit distributions
- $367,825
- Total Corrective Distribution Amount
- $0
- Total Dm Distribution Ptcp Lns A
- 0
- Total Interest Expense Amount
- $0
- Professional Fees Amount
- $0
- Contract Admin Fees Amount
- $15,189
- Investment management fees
- $0
- Other Admin Fees Amount
- $14,239
- Total administrative expenses
- $29,428
- Total expenses
- $397,253
- Net income or loss
- $111,500
- Total Transfers To Amount
- $0
- Transfers from other plans
- $0
- Accountant Opinion Type Indicator
- 3
- Account Performed Limited Audit Indicator
- Yes
- Accountant firm name
- CUPIT, MILLIGAN, OGDEN & WILLIAMS
- Accountant firm EIN
- 88-0189498
- Failed to transmit participant contributions on time
- Yes
- Fail Transmit Contribution Amount
- $1,238
- Participant loans in default
- No
- Loans In Default Amount
- $0
- Leases in default
- No
- Leases In Default Amount
- $0
- Nonexempt transactions with parties in interest
- No
- Party In Interest Not Reported Amount
- $0
- Fidelity bond in place
- Yes
- Fidelity bond amount
- $110,000
- Loss discovered during year
- No
- Loss Discovered Dur Year Amount
- $0
- Assets with undetermined value
- No
- Asset Undeterm Valuation Amount
- $0
- Non-cash contributions reported
- No
- Non Cash Contribution Amount
- $0
- Assets held for investment
- Yes
- Reportable 5% transactions
- No
- All plan assets distributed
- No
- Resolution to terminate plan adopted
- No
- Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN35-0472300
Transfers
Distributed property value$0
Schedule R source fields
- Payor 35-0472300
- Filing Id
- 84037347327288
- Schedule R EIN
- 11-2982864
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 35-0472300
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1