Fidelity bond in place
Yes
Filing
Payroll Data Services LLC 401K Salary Reduction
PAYROLL DATA SERVICES, LLC • EIN 39-1963072 • Plan year 2003
Filing Insights
Participants
Down28 → 26
-2 • -7.14%
Assets
Up$190,979 → $242,885
$51,906 • 27.18%
Investment Management Fee
-
Admin expenses - • Total expenses $19,693
Filing Details
Context- Net investment result
- $51,906
- Pension payor EIN
- 35-0472300
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 71 | $4,410,672 | $586,762 | $8,264iApproximate average salary by contribution assumption: employee only about $206,606 at 4% or $137,738 at 6%; with 50% employer match about $137,738 at 4% or $91,825 at 6%; with 100% employer match about $103,303 at 4% or $68,869 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 71 | $4,410,672 | $586,762 | $8,264iApproximate average salary by contribution assumption: employee only about $206,606 at 4% or $137,738 at 6%; with 50% employer match about $137,738 at 4% or $91,825 at 6%; with 100% employer match about $103,303 at 4% or $68,869 at 6%. |
| 2023 | 1 | 71 | $3,619,205 | $676,700 | $9,531iApproximate average salary by contribution assumption: employee only about $238,275 at 4% or $158,850 at 6%; with 50% employer match about $158,850 at 4% or $105,900 at 6%; with 100% employer match about $119,137 at 4% or $79,425 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 71 | $3,619,205 | $676,700 | $9,531iApproximate average salary by contribution assumption: employee only about $238,275 at 4% or $158,850 at 6%; with 50% employer match about $158,850 at 4% or $105,900 at 6%; with 100% employer match about $119,137 at 4% or $79,425 at 6%. |
| 2022 | 1 | 59 | $3,211,433 | $388,405 | $6,583iApproximate average salary by contribution assumption: employee only about $164,578 at 4% or $109,719 at 6%; with 50% employer match about $109,719 at 4% or $73,146 at 6%; with 100% employer match about $82,289 at 4% or $54,859 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 59 | $3,211,433 | $388,405 | $6,583iApproximate average salary by contribution assumption: employee only about $164,578 at 4% or $109,719 at 6%; with 50% employer match about $109,719 at 4% or $73,146 at 6%; with 100% employer match about $82,289 at 4% or $54,859 at 6%. |
| 2021 | 1 | 60 | $3,571,340 | $380,588 | $6,343iApproximate average salary by contribution assumption: employee only about $158,578 at 4% or $105,719 at 6%; with 50% employer match about $105,719 at 4% or $70,479 at 6%; with 100% employer match about $79,289 at 4% or $52,859 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 60 | $3,571,340 | $380,588 | $6,343iApproximate average salary by contribution assumption: employee only about $158,578 at 4% or $105,719 at 6%; with 50% employer match about $105,719 at 4% or $70,479 at 6%; with 100% employer match about $79,289 at 4% or $52,859 at 6%. |
| 2020 | 1 | 60 | $2,816,548 | $343,915 | $5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 60 | $2,816,548 | $343,915 | $5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%. |
| 2019 | 1 | 53 | $2,625,666 | $303,993 | $5,736iApproximate average salary by contribution assumption: employee only about $143,393 at 4% or $95,595 at 6%; with 50% employer match about $95,595 at 4% or $63,730 at 6%; with 100% employer match about $71,696 at 4% or $47,798 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 53 | $2,625,666 | $303,993 | $5,736iApproximate average salary by contribution assumption: employee only about $143,393 at 4% or $95,595 at 6%; with 50% employer match about $95,595 at 4% or $63,730 at 6%; with 100% employer match about $71,696 at 4% or $47,798 at 6%. |
| 2018 | 1 | 49 | $1,890,584 | $257,979 | $5,265iApproximate average salary by contribution assumption: employee only about $131,622 at 4% or $87,748 at 6%; with 50% employer match about $87,748 at 4% or $58,499 at 6%; with 100% employer match about $65,811 at 4% or $43,874 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 49 | $1,890,584 | $257,979 | $5,265iApproximate average salary by contribution assumption: employee only about $131,622 at 4% or $87,748 at 6%; with 50% employer match about $87,748 at 4% or $58,499 at 6%; with 100% employer match about $65,811 at 4% or $43,874 at 6%. |
| 2017 | 1 | 43 | $1,888,099 | $244,681 | $5,690iApproximate average salary by contribution assumption: employee only about $142,256 at 4% or $94,838 at 6%; with 50% employer match about $94,838 at 4% or $63,225 at 6%; with 100% employer match about $71,128 at 4% or $47,419 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 43 | $1,888,099 | $244,681 | $5,690iApproximate average salary by contribution assumption: employee only about $142,256 at 4% or $94,838 at 6%; with 50% employer match about $94,838 at 4% or $63,225 at 6%; with 100% employer match about $71,128 at 4% or $47,419 at 6%. |
| 2016 | 1 | 37 | $1,461,784 | $151,516 | $4,095iApproximate average salary by contribution assumption: employee only about $102,376 at 4% or $68,250 at 6%; with 50% employer match about $68,250 at 4% or $45,500 at 6%; with 100% employer match about $51,188 at 4% or $34,125 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 37 | $1,461,784 | $151,516 | $4,095iApproximate average salary by contribution assumption: employee only about $102,376 at 4% or $68,250 at 6%; with 50% employer match about $68,250 at 4% or $45,500 at 6%; with 100% employer match about $51,188 at 4% or $34,125 at 6%. |
| 2015 | 1 | 36 | $1,354,601 | $276,430 | $7,679iApproximate average salary by contribution assumption: employee only about $191,965 at 4% or $127,977 at 6%; with 50% employer match about $127,977 at 4% or $85,318 at 6%; with 100% employer match about $95,983 at 4% or $63,988 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 36 | $1,354,601 | $276,430 | $7,679iApproximate average salary by contribution assumption: employee only about $191,965 at 4% or $127,977 at 6%; with 50% employer match about $127,977 at 4% or $85,318 at 6%; with 100% employer match about $95,983 at 4% or $63,988 at 6%. |
| 2014 | 1 | 37 | $1,620,298 | $236,404 | $6,389iApproximate average salary by contribution assumption: employee only about $159,732 at 4% or $106,488 at 6%; with 50% employer match about $106,488 at 4% or $70,992 at 6%; with 100% employer match about $79,866 at 4% or $53,244 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 37 | $1,620,298 | $236,404 | $6,389iApproximate average salary by contribution assumption: employee only about $159,732 at 4% or $106,488 at 6%; with 50% employer match about $106,488 at 4% or $70,992 at 6%; with 100% employer match about $79,866 at 4% or $53,244 at 6%. |
| 2013 | 1 | 39 | $1,450,020 | $154,829 | $3,970iApproximate average salary by contribution assumption: employee only about $99,249 at 4% or $66,166 at 6%; with 50% employer match about $66,166 at 4% or $44,111 at 6%; with 100% employer match about $49,625 at 4% or $33,083 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 39 | $1,450,020 | $154,829 | $3,970iApproximate average salary by contribution assumption: employee only about $99,249 at 4% or $66,166 at 6%; with 50% employer match about $66,166 at 4% or $44,111 at 6%; with 100% employer match about $49,625 at 4% or $33,083 at 6%. |
| 2012 | 1 | 40 | $1,347,595 | $186,114 | $4,653iApproximate average salary by contribution assumption: employee only about $116,321 at 4% or $77,548 at 6%; with 50% employer match about $77,548 at 4% or $51,698 at 6%; with 100% employer match about $58,161 at 4% or $38,774 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 40 | $1,347,595 | $186,114 | $4,653iApproximate average salary by contribution assumption: employee only about $116,321 at 4% or $77,548 at 6%; with 50% employer match about $77,548 at 4% or $51,698 at 6%; with 100% employer match about $58,161 at 4% or $38,774 at 6%. |
| 2011 | 1 | 35 | $1,041,118 | $189,101 | $5,403iApproximate average salary by contribution assumption: employee only about $135,072 at 4% or $90,048 at 6%; with 50% employer match about $90,048 at 4% or $60,032 at 6%; with 100% employer match about $67,536 at 4% or $45,024 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 35 | $1,041,118 | $189,101 | $5,403iApproximate average salary by contribution assumption: employee only about $135,072 at 4% or $90,048 at 6%; with 50% employer match about $90,048 at 4% or $60,032 at 6%; with 100% employer match about $67,536 at 4% or $45,024 at 6%. |
| 2010 | 1 | 30 | $911,609 | $202,283 | $6,743iApproximate average salary by contribution assumption: employee only about $168,569 at 4% or $112,379 at 6%; with 50% employer match about $112,379 at 4% or $74,920 at 6%; with 100% employer match about $84,285 at 4% or $56,190 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 30 | $911,609 | $202,283 | $6,743iApproximate average salary by contribution assumption: employee only about $168,569 at 4% or $112,379 at 6%; with 50% employer match about $112,379 at 4% or $74,920 at 6%; with 100% employer match about $84,285 at 4% or $56,190 at 6%. |
| 2009 | 1 | 24 | $633,560 | $124,134 | $5,172iApproximate average salary by contribution assumption: employee only about $129,306 at 4% or $86,204 at 6%; with 50% employer match about $86,204 at 4% or $57,469 at 6%; with 100% employer match about $64,653 at 4% or $43,102 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 24 | $633,560 | $124,134 | $5,172iApproximate average salary by contribution assumption: employee only about $129,306 at 4% or $86,204 at 6%; with 50% employer match about $86,204 at 4% or $57,469 at 6%; with 100% employer match about $64,653 at 4% or $43,102 at 6%. |
| 2008 | 1 | 24 | $408,483 | $129,875 | $5,411iApproximate average salary by contribution assumption: employee only about $135,286 at 4% or $90,191 at 6%; with 50% employer match about $90,191 at 4% or $60,127 at 6%; with 100% employer match about $67,643 at 4% or $45,095 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 24 | $408,483 | $129,875 | $5,411iApproximate average salary by contribution assumption: employee only about $135,286 at 4% or $90,191 at 6%; with 50% employer match about $90,191 at 4% or $60,127 at 6%; with 100% employer match about $67,643 at 4% or $45,095 at 6%. |
| 2007 | 1 | 29 | $524,815 | $167,120 | $5,763iApproximate average salary by contribution assumption: employee only about $144,069 at 4% or $96,046 at 6%; with 50% employer match about $96,046 at 4% or $64,031 at 6%; with 100% employer match about $72,034 at 4% or $48,023 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 29 | $524,815 | $167,120 | $5,763iApproximate average salary by contribution assumption: employee only about $144,069 at 4% or $96,046 at 6%; with 50% employer match about $96,046 at 4% or $64,031 at 6%; with 100% employer match about $72,034 at 4% or $48,023 at 6%. |
| 2006 | 1 | 34 | $572,044 | $82,166 | $2,417iApproximate average salary by contribution assumption: employee only about $60,416 at 4% or $40,277 at 6%; with 50% employer match about $40,277 at 4% or $26,852 at 6%; with 100% employer match about $30,208 at 4% or $20,139 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 34 | $572,044 | $82,166 | $2,417iApproximate average salary by contribution assumption: employee only about $60,416 at 4% or $40,277 at 6%; with 50% employer match about $40,277 at 4% or $26,852 at 6%; with 100% employer match about $30,208 at 4% or $20,139 at 6%. |
| 2005 | 1 | 29 | $505,066 | $187,832 | $6,477iApproximate average salary by contribution assumption: employee only about $161,924 at 4% or $107,949 at 6%; with 50% employer match about $107,949 at 4% or $71,966 at 6%; with 100% employer match about $80,962 at 4% or $53,975 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 29 | $505,066 | $187,832 | $6,477iApproximate average salary by contribution assumption: employee only about $161,924 at 4% or $107,949 at 6%; with 50% employer match about $107,949 at 4% or $71,966 at 6%; with 100% employer match about $80,962 at 4% or $53,975 at 6%. |
| 2004 | 1 | 21 | $294,311 | $55,228 | $2,630iApproximate average salary by contribution assumption: employee only about $65,748 at 4% or $43,832 at 6%; with 50% employer match about $43,832 at 4% or $29,221 at 6%; with 100% employer match about $32,874 at 4% or $21,916 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 21 | $294,311 | $55,228 | $2,630iApproximate average salary by contribution assumption: employee only about $65,748 at 4% or $43,832 at 6%; with 50% employer match about $43,832 at 4% or $29,221 at 6%; with 100% employer match about $32,874 at 4% or $21,916 at 6%. |
| 2003 | 1 | 26 | $242,885 | $48,212 | $1,854iApproximate average salary by contribution assumption: employee only about $46,358 at 4% or $30,905 at 6%; with 50% employer match about $30,905 at 4% or $20,603 at 6%; with 100% employer match about $23,179 at 4% or $15,453 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | Current | 26 | $242,885 | $48,212 | $1,854iApproximate average salary by contribution assumption: employee only about $46,358 at 4% or $30,905 at 6%; with 50% employer match about $30,905 at 4% or $20,603 at 6%; with 100% employer match about $23,179 at 4% or $15,453 at 6%. |
| 2002 | 1 | 24 | $190,979 | $61,826 | $2,576iApproximate average salary by contribution assumption: employee only about $64,402 at 4% or $42,935 at 6%; with 50% employer match about $42,935 at 4% or $28,623 at 6%; with 100% employer match about $32,201 at 4% or $21,467 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 24 | $190,979 | $61,826 | $2,576iApproximate average salary by contribution assumption: employee only about $64,402 at 4% or $42,935 at 6%; with 50% employer match about $42,935 at 4% or $28,623 at 6%; with 100% employer match about $32,201 at 4% or $21,467 at 6%. |
| 2001 | 1 | 20 | $142,835 | $120,713 | $6,036iApproximate average salary by contribution assumption: employee only about $150,891 at 4% or $100,594 at 6%; with 50% employer match about $100,594 at 4% or $67,063 at 6%; with 100% employer match about $75,446 at 4% or $50,297 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 20 | $142,835 | $120,713 | $6,036iApproximate average salary by contribution assumption: employee only about $150,891 at 4% or $100,594 at 6%; with 50% employer match about $100,594 at 4% or $67,063 at 6%; with 100% employer match about $75,446 at 4% or $50,297 at 6%. |
| 1999 | 1 | 12 | $22,911 | $21,317 | $1,776iApproximate average salary by contribution assumption: employee only about $44,410 at 4% or $29,607 at 6%; with 50% employer match about $29,607 at 4% or $19,738 at 6%; with 100% employer match about $22,205 at 4% or $14,803 at 6%. |
| Payroll Data Services LLC 401K Salary Reduction | - | 12 | $22,911 | $21,317 | $1,776iApproximate average salary by contribution assumption: employee only about $44,410 at 4% or $29,607 at 6%; with 50% employer match about $29,607 at 4% or $19,738 at 6%; with 100% employer match about $22,205 at 4% or $14,803 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 86037162000264
- Form Id
- 47716003
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550374162000260001
- Ins Broker 01 Name
- THE RETIREMENT ADVANTAGE
- Ins Broker 01 Street Addr
- 101 W GRAND AVE
- Ins Broker 01 City
- PORT WASHINGTON
- Ins Broker 01 State
- WI
- Ins Broker 01 ZIP Code
- 53074
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $1,000
- Ins Broker Fees Pd 01 Text
- ADMIN SERVICES
- Ins Broker 01 Code
- 5
- Row 2
- Filing Id
- 86037162000264
- Form Id
- 47716003
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 99550374162000260001
- Ins Broker 01 Name
- PACKERLAND BROKERAGE
- Ins Broker 01 Street Addr
- 432 SECURITY BLVD STE 101
- Ins Broker 01 City
- GREEN BAY
- Ins Broker 01 State
- WI
- Ins Broker 01 ZIP Code
- 54313
- Ins Broker Comm Pd 01 Amount
- $533
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Ins Carrier Name: LINCOLN NATIONAL LIFE INSURANCE CO.
- Filing Id
- 86037162000264
- Form Id
- 47716003
- Schedule A EIN
- 39-1963072
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2003-01-01
- Schedule A Tax Period
- 20031231
- Ins Carrier Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- Ins Carrier EIN
- 35-0472300
- Ins Carrier Naic Code
- 65676
- Ins Contract Num
- GP83268
- Ins Prsn Covered End of year Count
- 18
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $533
- Ins Broker Fees Total Amount
- $1,000
- Pension End of year Gen Account Amount
- $11,984
- Pension End of year Sep Account Amount
- $230,901
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 3
- Pension End Prev Bal Amount
- $9,515
- Pension Contribution Dep Amount
- $2,159
- Pension Divnd Cr Dep Amount
- $310
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $2,469
- Pension Total Bal Addn Amount
- $11,984
- 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
- $11,984
- 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 D
- Row 1
- Filing Id
- 86037162000264
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550374162000260002
- Row 2
- Filing Id
- 86037162000264
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA11 CORE EQUITY ACCOUNT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300111
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,010
- Row 3
- Filing Id
- 86037162000264
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA12 GOVERNMENT/CORPORATE BOND
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300112
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $19,732
- Row 4
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA23 LARGE CAPITALIZATION EQUIT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300123
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,377
- Row 5
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA24 SMALL CAPITALIZATION EQUIT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300124
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,756
- Row 6
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA27 DEUTSCHE VIT EQUITY 500 IN
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300127
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,602
- Row 7
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA28 VALUE EQUITY
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300128
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,153
- Row 8
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA29 ALLIANCE VPS PREMIER GROWT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300129
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 9
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA30 CONSERVATIVE BALANCED
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300130
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,465
- Row 10
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA31 ALLIANCE VPS TECHNOLOGY
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300131
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 11
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA32 AGGRESSIVE BALANCED
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300132
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $9,999
- Row 12
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA33 SOCIAL AWARENESS
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300133
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,355
- Row 13
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA34 JANUS ASPEN SERIES WORLDWI
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300134
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 14
- Filing Id
- 86037162000264
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA14 SHORT TERM ACCOUNT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300114
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $81,853
- Row 15
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA35 FIDELITY VIP CONTRAFUND
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300135
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $83
- Row 16
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA36 DEUTSCHE VIT SMALL CAP IND
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300136
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,132
- Row 17
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA37 NEUBERGER BERMAN MID-CAP G
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300137
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,964
- Row 18
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA38 NEUBERGER BERMAN AMT REGEN
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300138
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $6,167
- Row 19
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA39 ALLIANCE VPS SMALL CAP VAL
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300139
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 20
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA40 DEUTSCHE VIT EAFE EQUITY I
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300140
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 21
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA46 AFIS GLOBAL SMALL CAPITALI
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300146
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $166
- Row 22
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA48 AFIS GROWTH
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300148
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $23,323
- Row 23
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA49 AFIS GROWTH-INCOME
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300149
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $31,316
- Row 24
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA54 AFIS INTERNATIONAL
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300154
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 25
- Filing Id
- 86037162000264
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA15 AIM VI INTERNATIONAL EQUIT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300115
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 26
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 3
- Row Num
- 30
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA55 DELAWARE PREMIUM REIT SERI
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300155
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 27
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 4
- Row Num
- 31
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA56 DELAWARE PREMIUM SMALL CAP
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300156
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 28
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 5
- Row Num
- 32
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA57 FIDELITY VIP EQUITY-INCOME
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300157
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $632
- Row 29
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 6
- Row Num
- 33
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA58 FIDELITY VIP GROWTH
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300158
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $39
- Row 30
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 1
- Row Num
- 34
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA59 FIDELITY VIP OVERSEAS
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300159
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 31
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 2
- Row Num
- 35
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA61 DELAWARE GROWTH AND INCOME
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300161
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,653
- Row 32
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 3
- Row Num
- 36
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA62 TEMPLETON GROWTH SECURITIE
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300162
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 33
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 4
- Row Num
- 37
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA63 FRANKLIN SMALL CAP
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300163
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $165
- Row 34
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 5
- Row Num
- 38
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA64 JANUS ASPEN SERIES AGGRESS
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300164
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 35
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 5
- Page Row Num
- 6
- Row Num
- 39
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA65 MFS VIT EMERGING GROWTH
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300165
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 36
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA16 AIM VI VALUE
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300116
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 37
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 1
- Row Num
- 40
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA66 MFS VIT CAPITAL OPPORTUNIT
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300166
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $40
- Row 38
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 2
- Row Num
- 41
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA67 MFS VIT UTILITIES SERIES
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300167
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 39
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 3
- Row Num
- 42
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA68 PUTNAM VT GROWTH & INCOME
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300168
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,499
- Row 40
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 4
- Row Num
- 43
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA69 PUTNAM VT HEALTH SCIENCES
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300169
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 41
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 5
- Row Num
- 44
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA70 JANUS ASPEN SERIES GROWTH
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300170
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 42
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 6
- Page Row Num
- 6
- Row Num
- 45
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA79 STATE ST RES INV TRUST FND
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300179
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $40
- Row 43
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA17 MEDIUM CAPITALIZATION EQUI
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300117
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $4,428
- Row 44
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA19 ALLIANCE VPS GROWTH AND IN
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300119
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $7,817
- Row 45
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA20 HIGH YIELD BOND
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300120
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $5,079
- Row 46
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA21 BALANCED
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300121
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,057
- Row 47
- Filing Id
- 86037162000264
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 99550374162000260002
- DFE P1 Entity 01 Name
- LNL SA22 INTERNATIONAL EQUITY
- DFE P1 Spons 01 Name
- THE LINCOLN NATIONAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 350472300122
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 48
- Filing Id
- 86037162000264
- Schedule D EIN
- 39-1963072
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2003-01-01
- Schedule D Tax Period
- 20031231
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$242,885$51,906 change
Balance Sheet
Beginning and end of plan year.
Total assets$190,979$242,885Increase +$51,906 (27.18%)
Total liabilities$0$0No change $0
Net assets$190,979$242,885Increase +$51,906 (27.18%)
Contributions
Employer contributions$10,565
Participant contributions$37,647
Other contributions$0
Income & Expenses
Total income$71,599
Total expenses$19,693
Net income$51,906
Source fields
- Schedule I source fields
- Filing Id
- 86037162000264
- Schedule I EIN
- 39-1963072
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2003-01-01
- Schedule I Tax Period
- 20031231
- Small plan total assets at beginning of year
- $190,979
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $190,979
- Small plan total assets at end of year
- $242,885
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $242,885
- Small plan employer contributions
- $10,565
- Small plan participant contributions
- $37,647
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $23,387
- Small plan total income
- $71,599
- Small plan total benefit distributions
- $19,693
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $19,693
- Small plan net income or loss
- $51,906
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $25,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- No
- Small 20 Percent Sngl Investment Amount
- $0
- Small plan all plan assets distributed
- No
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small 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
- 86037162000264
- Schedule R EIN
- 39-1963072
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2003-01-01
- Schedule R Tax Period
- 20031231
- 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