Civic Intelligence

Lincoln Financial Management LLC

Plan context: Lincoln Financial Management LLC 401K Profit Sharing Plan

EIN 20-0386668 • Lincoln, NE • 12 filings • 1 plans

6040 South 58th Street, Suite ELincoln, NE 68516
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$1,224,951

2016 Contributions

$70,462

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,224,951$612,476$0200520102015YearValue
$1,224,951Latest year 2015

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200520102015YearValue
7Latest year 2015

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201610$0$70,462-
Lincoln Financial Management LLC 401K Profit Sharing Plan-0$0$70,462-
201517$1,224,951$105,153$15,022iApproximate average salary by contribution assumption: employee only about $375,546 at 4% or $250,364 at 6%; with 50% employer match about $250,364 at 4% or $166,910 at 6%; with 100% employer match about $187,773 at 4% or $125,182 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-7$1,224,951$105,153$15,022iApproximate average salary by contribution assumption: employee only about $375,546 at 4% or $250,364 at 6%; with 50% employer match about $250,364 at 4% or $166,910 at 6%; with 100% employer match about $187,773 at 4% or $125,182 at 6%.
201417$1,180,534$115,468$16,495iApproximate average salary by contribution assumption: employee only about $412,386 at 4% or $274,924 at 6%; with 50% employer match about $274,924 at 4% or $183,283 at 6%; with 100% employer match about $206,193 at 4% or $137,462 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-7$1,180,534$115,468$16,495iApproximate average salary by contribution assumption: employee only about $412,386 at 4% or $274,924 at 6%; with 50% employer match about $274,924 at 4% or $183,283 at 6%; with 100% employer match about $206,193 at 4% or $137,462 at 6%.
201318$933,890$124,346$15,543iApproximate average salary by contribution assumption: employee only about $388,581 at 4% or $259,054 at 6%; with 50% employer match about $259,054 at 4% or $172,703 at 6%; with 100% employer match about $194,291 at 4% or $129,527 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-8$933,890$124,346$15,543iApproximate average salary by contribution assumption: employee only about $388,581 at 4% or $259,054 at 6%; with 50% employer match about $259,054 at 4% or $172,703 at 6%; with 100% employer match about $194,291 at 4% or $129,527 at 6%.
201216$732,124$94,372$15,729iApproximate average salary by contribution assumption: employee only about $393,217 at 4% or $262,144 at 6%; with 50% employer match about $262,144 at 4% or $174,763 at 6%; with 100% employer match about $196,608 at 4% or $131,072 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-6$732,124$94,372$15,729iApproximate average salary by contribution assumption: employee only about $393,217 at 4% or $262,144 at 6%; with 50% employer match about $262,144 at 4% or $174,763 at 6%; with 100% employer match about $196,608 at 4% or $131,072 at 6%.
201116$573,054$92,031$15,339iApproximate average salary by contribution assumption: employee only about $383,463 at 4% or $255,642 at 6%; with 50% employer match about $255,642 at 4% or $170,428 at 6%; with 100% employer match about $191,731 at 4% or $127,821 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-6$573,054$92,031$15,339iApproximate average salary by contribution assumption: employee only about $383,463 at 4% or $255,642 at 6%; with 50% employer match about $255,642 at 4% or $170,428 at 6%; with 100% employer match about $191,731 at 4% or $127,821 at 6%.
201015$450,818$85,680$17,136iApproximate average salary by contribution assumption: employee only about $428,400 at 4% or $285,600 at 6%; with 50% employer match about $285,600 at 4% or $190,400 at 6%; with 100% employer match about $214,200 at 4% or $142,800 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-5$450,818$85,680$17,136iApproximate average salary by contribution assumption: employee only about $428,400 at 4% or $285,600 at 6%; with 50% employer match about $285,600 at 4% or $190,400 at 6%; with 100% employer match about $214,200 at 4% or $142,800 at 6%.
200914$317,259$80,613$20,153iApproximate average salary by contribution assumption: employee only about $503,831 at 4% or $335,888 at 6%; with 50% employer match about $335,888 at 4% or $223,925 at 6%; with 100% employer match about $251,916 at 4% or $167,944 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-4$317,259$80,613$20,153iApproximate average salary by contribution assumption: employee only about $503,831 at 4% or $335,888 at 6%; with 50% employer match about $335,888 at 4% or $223,925 at 6%; with 100% employer match about $251,916 at 4% or $167,944 at 6%.
200814$210,689$75,105$18,776iApproximate average salary by contribution assumption: employee only about $469,406 at 4% or $312,938 at 6%; with 50% employer match about $312,938 at 4% or $208,625 at 6%; with 100% employer match about $234,703 at 4% or $156,469 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-4$210,689$75,105$18,776iApproximate average salary by contribution assumption: employee only about $469,406 at 4% or $312,938 at 6%; with 50% employer match about $312,938 at 4% or $208,625 at 6%; with 100% employer match about $234,703 at 4% or $156,469 at 6%.
200714$183,389$72,107$18,027iApproximate average salary by contribution assumption: employee only about $450,669 at 4% or $300,446 at 6%; with 50% employer match about $300,446 at 4% or $200,297 at 6%; with 100% employer match about $225,334 at 4% or $150,223 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-4$183,389$72,107$18,027iApproximate average salary by contribution assumption: employee only about $450,669 at 4% or $300,446 at 6%; with 50% employer match about $300,446 at 4% or $200,297 at 6%; with 100% employer match about $225,334 at 4% or $150,223 at 6%.
200613$106,122$53,694$17,898iApproximate average salary by contribution assumption: employee only about $447,450 at 4% or $298,300 at 6%; with 50% employer match about $298,300 at 4% or $198,867 at 6%; with 100% employer match about $223,725 at 4% or $149,150 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-3$106,122$53,694$17,898iApproximate average salary by contribution assumption: employee only about $447,450 at 4% or $298,300 at 6%; with 50% employer match about $298,300 at 4% or $198,867 at 6%; with 100% employer match about $223,725 at 4% or $149,150 at 6%.
200513$48,677$48,879$16,293iApproximate average salary by contribution assumption: employee only about $407,325 at 4% or $271,550 at 6%; with 50% employer match about $271,550 at 4% or $181,033 at 6%; with 100% employer match about $203,663 at 4% or $135,775 at 6%.
Lincoln Financial Management LLC 401K Profit Sharing Plan-3$48,677$48,879$16,293iApproximate average salary by contribution assumption: employee only about $407,325 at 4% or $271,550 at 6%; with 50% employer match about $271,550 at 4% or $181,033 at 6%; with 100% employer match about $203,663 at 4% or $135,775 at 6%.