Civic Intelligence

Lincoln Trust Company

Plan context: Smart 401(K) Plan

EIN 61-1607607 • Centennial, CO • 18 filings • 2 plans

5975 S. Quebec St., Suite 330Centennial, CO 80111
Current Snapshot

Latest Year

2022

2022 Participants

79

2022 Assets

$3,552,187

2022 Contributions

$575,748

Historical Graphs

Total Assets Over Time

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

$27,666,467$13,833,234$0200920152021YearValue
$3,552,187Latest year 2021

Participants Over Time

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

2011010200920152020YearValue
79Latest year 2020

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
202210$0$0-
Smart 401(K) Plan-0$0--
202110$3,552,187$575,748-
Smart 401(K) Plan-0$3,552,187$575,748-
2020179$21,988,186$875,593$11,083iApproximate average salary by contribution assumption: employee only about $277,086 at 4% or $184,724 at 6%; with 50% employer match about $184,724 at 4% or $123,150 at 6%; with 100% employer match about $138,543 at 4% or $92,362 at 6%.
Smart 401(K) Plan-79$21,988,186$875,593$11,083iApproximate average salary by contribution assumption: employee only about $277,086 at 4% or $184,724 at 6%; with 50% employer match about $184,724 at 4% or $123,150 at 6%; with 100% employer match about $138,543 at 4% or $92,362 at 6%.
2019189$19,678,038$984,702$11,064iApproximate average salary by contribution assumption: employee only about $276,602 at 4% or $184,401 at 6%; with 50% employer match about $184,401 at 4% or $122,934 at 6%; with 100% employer match about $138,301 at 4% or $92,201 at 6%.
Smart 401(K) Plan-89$19,678,038$984,702$11,064iApproximate average salary by contribution assumption: employee only about $276,602 at 4% or $184,401 at 6%; with 50% employer match about $184,401 at 4% or $122,934 at 6%; with 100% employer match about $138,301 at 4% or $92,201 at 6%.
2018190$17,689,248$886,374$9,849iApproximate average salary by contribution assumption: employee only about $246,215 at 4% or $164,143 at 6%; with 50% employer match about $164,143 at 4% or $109,429 at 6%; with 100% employer match about $123,108 at 4% or $82,072 at 6%.
Smart 401(K) Plan-90$17,689,248$886,374$9,849iApproximate average salary by contribution assumption: employee only about $246,215 at 4% or $164,143 at 6%; with 50% employer match about $164,143 at 4% or $109,429 at 6%; with 100% employer match about $123,108 at 4% or $82,072 at 6%.
2017172$18,393,284$670,399$9,311iApproximate average salary by contribution assumption: employee only about $232,777 at 4% or $155,185 at 6%; with 50% employer match about $155,185 at 4% or $103,457 at 6%; with 100% employer match about $116,389 at 4% or $77,592 at 6%.
Smart 401(K) Plan-72$18,393,284$670,399$9,311iApproximate average salary by contribution assumption: employee only about $232,777 at 4% or $155,185 at 6%; with 50% employer match about $155,185 at 4% or $103,457 at 6%; with 100% employer match about $116,389 at 4% or $77,592 at 6%.
2016165$16,529,646$837,610$12,886iApproximate average salary by contribution assumption: employee only about $322,158 at 4% or $214,772 at 6%; with 50% employer match about $214,772 at 4% or $143,181 at 6%; with 100% employer match about $161,079 at 4% or $107,386 at 6%.
Smart 401(K) Plan-65$16,529,646$837,610$12,886iApproximate average salary by contribution assumption: employee only about $322,158 at 4% or $214,772 at 6%; with 50% employer match about $214,772 at 4% or $143,181 at 6%; with 100% employer match about $161,079 at 4% or $107,386 at 6%.
2015169$15,516,822$521,759$7,562iApproximate average salary by contribution assumption: employee only about $189,043 at 4% or $126,029 at 6%; with 50% employer match about $126,029 at 4% or $84,019 at 6%; with 100% employer match about $94,522 at 4% or $63,014 at 6%.
Smart 401(K) Plan-69$15,516,822$521,759$7,562iApproximate average salary by contribution assumption: employee only about $189,043 at 4% or $126,029 at 6%; with 50% employer match about $126,029 at 4% or $84,019 at 6%; with 100% employer match about $94,522 at 4% or $63,014 at 6%.
2014145$12,754,378$423,757$9,417iApproximate average salary by contribution assumption: employee only about $235,421 at 4% or $156,947 at 6%; with 50% employer match about $156,947 at 4% or $104,631 at 6%; with 100% employer match about $117,710 at 4% or $78,474 at 6%.
Smart 401(K) Plan-45$12,754,378$423,757$9,417iApproximate average salary by contribution assumption: employee only about $235,421 at 4% or $156,947 at 6%; with 50% employer match about $156,947 at 4% or $104,631 at 6%; with 100% employer match about $117,710 at 4% or $78,474 at 6%.
2013148$12,700,821$324,138$6,753iApproximate average salary by contribution assumption: employee only about $168,822 at 4% or $112,548 at 6%; with 50% employer match about $112,548 at 4% or $75,032 at 6%; with 100% employer match about $84,411 at 4% or $56,274 at 6%.
Smart 401(K) Plan-48$12,700,821$324,138$6,753iApproximate average salary by contribution assumption: employee only about $168,822 at 4% or $112,548 at 6%; with 50% employer match about $112,548 at 4% or $75,032 at 6%; with 100% employer match about $84,411 at 4% or $56,274 at 6%.
2012231$13,345,509$264,280$8,525iApproximate average salary by contribution assumption: employee only about $213,129 at 4% or $142,086 at 6%; with 50% employer match about $142,086 at 4% or $94,724 at 6%; with 100% employer match about $106,565 at 4% or $71,043 at 6%.
Smart 401(K) Plan-29$13,345,509$264,280$9,113iApproximate average salary by contribution assumption: employee only about $227,828 at 4% or $151,885 at 6%; with 50% employer match about $151,885 at 4% or $101,257 at 6%; with 100% employer match about $113,914 at 4% or $75,943 at 6%.
Lincoln Trust Employee Benefit Plan-31---
20112125$22,289,412$697,438$5,580iApproximate average salary by contribution assumption: employee only about $139,488 at 4% or $92,992 at 6%; with 50% employer match about $92,992 at 4% or $61,994 at 6%; with 100% employer match about $69,744 at 4% or $46,496 at 6%.
Smart 401(K) Plan-125$22,289,412$697,438$5,580iApproximate average salary by contribution assumption: employee only about $139,488 at 4% or $92,992 at 6%; with 50% employer match about $92,992 at 4% or $61,994 at 6%; with 100% employer match about $69,744 at 4% or $46,496 at 6%.
Lincoln Trust Employee Benefit Plan-100---
20102201$24,634,064$682,468$3,395iApproximate average salary by contribution assumption: employee only about $84,884 at 4% or $56,589 at 6%; with 50% employer match about $56,589 at 4% or $37,726 at 6%; with 100% employer match about $42,442 at 4% or $28,295 at 6%.
Smart 401(K) Plan-201$24,634,064$682,468$3,395iApproximate average salary by contribution assumption: employee only about $84,884 at 4% or $56,589 at 6%; with 50% employer match about $56,589 at 4% or $37,726 at 6%; with 100% employer match about $42,442 at 4% or $28,295 at 6%.
Lincoln Trust Employee Benefit Plan-161---
20092197$27,666,467$1,751,657$8,892iApproximate average salary by contribution assumption: employee only about $222,291 at 4% or $148,194 at 6%; with 50% employer match about $148,194 at 4% or $98,796 at 6%; with 100% employer match about $111,146 at 4% or $74,097 at 6%.
Smart 401(K) Plan-197$27,666,467$1,751,657$8,892iApproximate average salary by contribution assumption: employee only about $222,291 at 4% or $148,194 at 6%; with 50% employer match about $148,194 at 4% or $98,796 at 6%; with 100% employer match about $111,146 at 4% or $74,097 at 6%.
Lincoln Trust Employee Benefit Plan-194---