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Filing

Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust

Dempsey Vantrease & Follis PLLC • EIN 62-1736974 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

27 → 23

-4 • -14.81%

Assets

Up

$573,528 → $809,515

$235,987 • 41.15%

Investment Management Fee

-

Admin expenses - • Total expenses $19,597

Filing Details

Context
Net investment result
$235,987
Pension payor EIN
35-0472300

Status Flags

Fidelity bond in place

No

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024135$10,906,276$506,377$14,468iApproximate average salary by contribution assumption: employee only about $361,698 at 4% or $241,132 at 6%; with 50% employer match about $241,132 at 4% or $160,755 at 6%; with 100% employer match about $180,849 at 4% or $120,566 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$10,906,276$506,377$14,468iApproximate average salary by contribution assumption: employee only about $361,698 at 4% or $241,132 at 6%; with 50% employer match about $241,132 at 4% or $160,755 at 6%; with 100% employer match about $180,849 at 4% or $120,566 at 6%.
2023138$9,162,590$472,431$12,432iApproximate average salary by contribution assumption: employee only about $310,810 at 4% or $207,207 at 6%; with 50% employer match about $207,207 at 4% or $138,138 at 6%; with 100% employer match about $155,405 at 4% or $103,603 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-38$9,162,590$472,431$12,432iApproximate average salary by contribution assumption: employee only about $310,810 at 4% or $207,207 at 6%; with 50% employer match about $207,207 at 4% or $138,138 at 6%; with 100% employer match about $155,405 at 4% or $103,603 at 6%.
2022136$7,866,738$427,108$11,864iApproximate average salary by contribution assumption: employee only about $296,603 at 4% or $197,735 at 6%; with 50% employer match about $197,735 at 4% or $131,823 at 6%; with 100% employer match about $148,301 at 4% or $98,868 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-36$7,866,738$427,108$11,864iApproximate average salary by contribution assumption: employee only about $296,603 at 4% or $197,735 at 6%; with 50% employer match about $197,735 at 4% or $131,823 at 6%; with 100% employer match about $148,301 at 4% or $98,868 at 6%.
2021132$8,831,252$379,962$11,874iApproximate average salary by contribution assumption: employee only about $296,845 at 4% or $197,897 at 6%; with 50% employer match about $197,897 at 4% or $131,931 at 6%; with 100% employer match about $148,423 at 4% or $98,948 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-32$8,831,252$379,962$11,874iApproximate average salary by contribution assumption: employee only about $296,845 at 4% or $197,897 at 6%; with 50% employer match about $197,897 at 4% or $131,931 at 6%; with 100% employer match about $148,423 at 4% or $98,948 at 6%.
2020129$7,513,758$356,688$12,300iApproximate average salary by contribution assumption: employee only about $307,490 at 4% or $204,993 at 6%; with 50% employer match about $204,993 at 4% or $136,662 at 6%; with 100% employer match about $153,745 at 4% or $102,497 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-29$7,513,758$356,688$12,300iApproximate average salary by contribution assumption: employee only about $307,490 at 4% or $204,993 at 6%; with 50% employer match about $204,993 at 4% or $136,662 at 6%; with 100% employer match about $153,745 at 4% or $102,497 at 6%.
2019129$6,304,065$329,620$11,366iApproximate average salary by contribution assumption: employee only about $284,155 at 4% or $189,437 at 6%; with 50% employer match about $189,437 at 4% or $126,291 at 6%; with 100% employer match about $142,078 at 4% or $94,718 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-29$6,304,065$329,620$11,366iApproximate average salary by contribution assumption: employee only about $284,155 at 4% or $189,437 at 6%; with 50% employer match about $189,437 at 4% or $126,291 at 6%; with 100% employer match about $142,078 at 4% or $94,718 at 6%.
2018134$4,931,596$313,543$9,222iApproximate average salary by contribution assumption: employee only about $230,546 at 4% or $153,698 at 6%; with 50% employer match about $153,698 at 4% or $102,465 at 6%; with 100% employer match about $115,273 at 4% or $76,849 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-34$4,931,596$313,543$9,222iApproximate average salary by contribution assumption: employee only about $230,546 at 4% or $153,698 at 6%; with 50% employer match about $153,698 at 4% or $102,465 at 6%; with 100% employer match about $115,273 at 4% or $76,849 at 6%.
2017135$4,963,226$297,361$8,496iApproximate average salary by contribution assumption: employee only about $212,401 at 4% or $141,600 at 6%; with 50% employer match about $141,600 at 4% or $94,400 at 6%; with 100% employer match about $106,200 at 4% or $70,800 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$4,963,226$297,361$8,496iApproximate average salary by contribution assumption: employee only about $212,401 at 4% or $141,600 at 6%; with 50% employer match about $141,600 at 4% or $94,400 at 6%; with 100% employer match about $106,200 at 4% or $70,800 at 6%.
2016132$4,312,901$288,920$9,029iApproximate average salary by contribution assumption: employee only about $225,719 at 4% or $150,479 at 6%; with 50% employer match about $150,479 at 4% or $100,319 at 6%; with 100% employer match about $112,859 at 4% or $75,240 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-32$4,312,901$288,920$9,029iApproximate average salary by contribution assumption: employee only about $225,719 at 4% or $150,479 at 6%; with 50% employer match about $150,479 at 4% or $100,319 at 6%; with 100% employer match about $112,859 at 4% or $75,240 at 6%.
2015133$4,246,055$278,275$8,433iApproximate average salary by contribution assumption: employee only about $210,814 at 4% or $140,543 at 6%; with 50% employer match about $140,543 at 4% or $93,695 at 6%; with 100% employer match about $105,407 at 4% or $70,271 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-33$4,246,055$278,275$8,433iApproximate average salary by contribution assumption: employee only about $210,814 at 4% or $140,543 at 6%; with 50% employer match about $140,543 at 4% or $93,695 at 6%; with 100% employer match about $105,407 at 4% or $70,271 at 6%.
2014135$3,788,187$265,267$7,579iApproximate average salary by contribution assumption: employee only about $189,476 at 4% or $126,318 at 6%; with 50% employer match about $126,318 at 4% or $84,212 at 6%; with 100% employer match about $94,738 at 4% or $63,159 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$3,788,187$265,267$7,579iApproximate average salary by contribution assumption: employee only about $189,476 at 4% or $126,318 at 6%; with 50% employer match about $126,318 at 4% or $84,212 at 6%; with 100% employer match about $94,738 at 4% or $63,159 at 6%.
2013137$3,273,816$281,004$7,595iApproximate average salary by contribution assumption: employee only about $189,868 at 4% or $126,578 at 6%; with 50% employer match about $126,578 at 4% or $84,386 at 6%; with 100% employer match about $94,934 at 4% or $63,289 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-37$3,273,816$281,004$7,595iApproximate average salary by contribution assumption: employee only about $189,868 at 4% or $126,578 at 6%; with 50% employer match about $126,578 at 4% or $84,386 at 6%; with 100% employer match about $94,934 at 4% or $63,289 at 6%.
2012134$2,689,451$276,210$8,124iApproximate average salary by contribution assumption: employee only about $203,096 at 4% or $135,397 at 6%; with 50% employer match about $135,397 at 4% or $90,265 at 6%; with 100% employer match about $101,548 at 4% or $67,699 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-34$2,689,451$276,210$8,124iApproximate average salary by contribution assumption: employee only about $203,096 at 4% or $135,397 at 6%; with 50% employer match about $135,397 at 4% or $90,265 at 6%; with 100% employer match about $101,548 at 4% or $67,699 at 6%.
2011135$2,530,319$244,746$6,993iApproximate average salary by contribution assumption: employee only about $174,819 at 4% or $116,546 at 6%; with 50% employer match about $116,546 at 4% or $77,697 at 6%; with 100% employer match about $87,409 at 4% or $58,273 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-35$2,530,319$244,746$6,993iApproximate average salary by contribution assumption: employee only about $174,819 at 4% or $116,546 at 6%; with 50% employer match about $116,546 at 4% or $77,697 at 6%; with 100% employer match about $87,409 at 4% or $58,273 at 6%.
2010136$2,308,168$207,335$5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-36$2,308,168$207,335$5,759iApproximate average salary by contribution assumption: employee only about $143,983 at 4% or $95,988 at 6%; with 50% employer match about $95,988 at 4% or $63,992 at 6%; with 100% employer match about $71,991 at 4% or $47,994 at 6%.
2009139$2,010,923$192,751$4,942iApproximate average salary by contribution assumption: employee only about $123,558 at 4% or $82,372 at 6%; with 50% employer match about $82,372 at 4% or $54,915 at 6%; with 100% employer match about $61,779 at 4% or $41,186 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-39$2,010,923$192,751$4,942iApproximate average salary by contribution assumption: employee only about $123,558 at 4% or $82,372 at 6%; with 50% employer match about $82,372 at 4% or $54,915 at 6%; with 100% employer match about $61,779 at 4% or $41,186 at 6%.
2008153$1,562,735$229,395$4,328iApproximate average salary by contribution assumption: employee only about $108,205 at 4% or $72,137 at 6%; with 50% employer match about $72,137 at 4% or $48,091 at 6%; with 100% employer match about $54,103 at 4% or $36,068 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-53$1,562,735$229,395$4,328iApproximate average salary by contribution assumption: employee only about $108,205 at 4% or $72,137 at 6%; with 50% employer match about $72,137 at 4% or $48,091 at 6%; with 100% employer match about $54,103 at 4% or $36,068 at 6%.
2007153$0$0-
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-53---
2006150$1,931,166$220,828$4,417iApproximate average salary by contribution assumption: employee only about $110,414 at 4% or $73,609 at 6%; with 50% employer match about $73,609 at 4% or $49,073 at 6%; with 100% employer match about $55,207 at 4% or $36,805 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-50$1,931,166$220,828$4,417iApproximate average salary by contribution assumption: employee only about $110,414 at 4% or $73,609 at 6%; with 50% employer match about $73,609 at 4% or $49,073 at 6%; with 100% employer match about $55,207 at 4% or $36,805 at 6%.
2005141$1,551,546$173,797$4,239iApproximate average salary by contribution assumption: employee only about $105,974 at 4% or $70,649 at 6%; with 50% employer match about $70,649 at 4% or $47,099 at 6%; with 100% employer match about $52,987 at 4% or $35,325 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-41$1,551,546$173,797$4,239iApproximate average salary by contribution assumption: employee only about $105,974 at 4% or $70,649 at 6%; with 50% employer match about $70,649 at 4% or $47,099 at 6%; with 100% employer match about $52,987 at 4% or $35,325 at 6%.
2004137$0$0-
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-37---
2003138$1,024,977$110,757$2,915iApproximate average salary by contribution assumption: employee only about $72,866 at 4% or $48,578 at 6%; with 50% employer match about $48,578 at 4% or $32,385 at 6%; with 100% employer match about $36,433 at 4% or $24,289 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-38$1,024,977$110,757$2,915iApproximate average salary by contribution assumption: employee only about $72,866 at 4% or $48,578 at 6%; with 50% employer match about $48,578 at 4% or $32,385 at 6%; with 100% employer match about $36,433 at 4% or $24,289 at 6%.
2002125$730,313$87,953$3,518iApproximate average salary by contribution assumption: employee only about $87,953 at 4% or $58,635 at 6%; with 50% employer match about $58,635 at 4% or $39,090 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-25$730,313$87,953$3,518iApproximate average salary by contribution assumption: employee only about $87,953 at 4% or $58,635 at 6%; with 50% employer match about $58,635 at 4% or $39,090 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
2001125$0$0-
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-25---
2000123$773,209$100,196$4,356iApproximate average salary by contribution assumption: employee only about $108,909 at 4% or $72,606 at 6%; with 50% employer match about $72,606 at 4% or $48,404 at 6%; with 100% employer match about $54,454 at 4% or $36,303 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and Trust-23$773,209$100,196$4,356iApproximate average salary by contribution assumption: employee only about $108,909 at 4% or $72,606 at 6%; with 50% employer match about $72,606 at 4% or $48,404 at 6%; with 100% employer match about $54,454 at 4% or $36,303 at 6%.
1999123$809,515$96,144$4,180iApproximate average salary by contribution assumption: employee only about $104,504 at 4% or $69,670 at 6%; with 50% employer match about $69,670 at 4% or $46,446 at 6%; with 100% employer match about $52,252 at 4% or $34,835 at 6%.
Dempsey Vantrease & Follis PLLC 401K Salary Reduction Plan and TrustCurrent23$809,515$96,144$4,180iApproximate average salary by contribution assumption: employee only about $104,504 at 4% or $69,670 at 6%; with 50% employer match about $69,670 at 4% or $46,446 at 6%; with 100% employer match about $52,252 at 4% or $34,835 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037053304521
Form Id
2211340
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371053304020002
Ins Broker 01 Name
JAMES BANKER
Ins Broker 01 Street Addr
2100 WEST END AVENUE, SUITE 650
Ins Broker 01 City
NASHVILLE
Ins Broker 01 State
TN
Ins Broker 01 ZIP Code
37203
Ins Broker Comm Pd 01 Amount
$1,011
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Filing Id
56037053304521
Form Id
2211340
Schedule A EIN
62-1736974
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
LINCOLN NATIONAL LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0472300
Ins Carrier Naic Code
65676
Ins Contract Num
GP80349
Ins Prsn Covered End of year Count
22
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,011
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$698
Pension End of year Sep Account Amount
$261,775
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
GVA WITH GUARANTEED ACCOUNT
Pension End Prev Bal Amount
$204
Pension Contribution Dep Amount
$480
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$14
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$494
Pension Total Bal Addn Amount
$698
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
$698
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
56037053304521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
GLOBAL GROWTH ACCOUNT
DFE P1 Spons 01 Name
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
$1,270
Row 2
Filing Id
56037053304521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371053304020003
Row 3
Filing Id
56037053304521
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
VIPII CONTRAFUND ACCOUNT
DFE P1 Spons 01 Name
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
$792
Row 4
Filing Id
56037053304521
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
VALUE EQUITY ACCOUNT
DFE P1 Spons 01 Name
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
$14,104
Row 5
Filing Id
56037053304521
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
FIDELITY CONTRAFUND ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300143
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 6
Filing Id
56037053304521
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
STRONG EQUITY ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300144
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 7
Filing Id
56037053304521
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
AGRESSIVE BALANCED ACCOUNT
DFE P1 Spons 01 Name
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
$7,435
Row 8
Filing Id
56037053304521
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
GROWTH & INCOME ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300161
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$5,070
Row 9
Filing Id
56037053304521
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
BALANCED ACCOUNT
DFE P1 Spons 01 Name
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
$23,968
Row 10
Filing Id
56037053304521
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
16
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
T. ROWE PRICE INTERNATIONAL ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300145
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$6,193
Row 11
Filing Id
56037053304521
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
17
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
EQUITY 500 INDEX ACCOUNT
DFE P1 Spons 01 Name
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
$374
Row 12
Filing Id
56037053304521
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
18
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
CONSERVATIVE BALANCED ACCOUNT
DFE P1 Spons 01 Name
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
$566
Row 13
Filing Id
56037053304521
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
19
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
GOVERNMENT/CORPORATE BOND ACCOUNT
DFE P1 Spons 01 Name
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
$6,255
Row 14
Filing Id
56037053304521
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
MID-CAP GROWTH ACCOUNT
DFE P1 Spons 01 Name
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
$957
Row 15
Filing Id
56037053304521
Page Id
2
Page Seq
2
Page Row Num
5
Row Num
20
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
FIDELITY ASSET MANAGER ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300141
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 16
Filing Id
56037053304521
Page Id
2
Page Seq
2
Page Row Num
6
Row Num
21
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
INTERNATIONAL EQUITY ACCOUNT
DFE P1 Spons 01 Name
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
$2,274
Row 17
Filing Id
56037053304521
Page Id
2
Page Seq
3
Page Row Num
1
Row Num
22
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
SMALL CAP INDEX ACCOUNT
DFE P1 Spons 01 Name
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
$99
Row 18
Filing Id
56037053304521
Page Id
2
Page Seq
3
Page Row Num
2
Row Num
23
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
GOVERNMENT BOND ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300126
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$506
Row 19
Filing Id
56037053304521
Page Id
2
Page Seq
3
Page Row Num
3
Row Num
24
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
JANUS ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300142
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$50,971
Row 20
Filing Id
56037053304521
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
MID-CAP VALUE ACCOUNT
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INS CO
DFE P1 Plan 01 EIN Plan number
350472300138
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$767
Row 21
Filing Id
56037053304521
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
CORE EQUITY ACCOUNT
DFE P1 Spons 01 Name
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
$31,789
Row 22
Filing Id
56037053304521
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
SHORT TERM ACCOUNT
DFE P1 Spons 01 Name
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
$3,963
Row 23
Filing Id
56037053304521
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
MEDIUM CAP EQUITY ACCOUNT
DFE P1 Spons 01 Name
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
$47,797
Row 24
Filing Id
56037053304521
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
HIGH YIELD BOND ACCOUNT
DFE P1 Spons 01 Name
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
$746
Row 25
Filing Id
56037053304521
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
LARGE CAP EQUITY ACCOUNT
DFE P1 Spons 01 Name
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
$33,703
Row 26
Filing Id
56037053304521
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
30371053304020003
DFE P1 Entity 01 Name
SMALL CAP EQUITY ACCOUNT
DFE P1 Spons 01 Name
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
$22,175

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$809,515$235,987 change

Balance Sheet

Beginning and end of plan year.

Total assets$573,528$809,515Increase +$235,987 (41.15%)
Total liabilities$0$0No change $0
Net assets$573,528$809,515Increase +$235,987 (41.15%)

Contributions

Employer contributions$19,953
Participant contributions$76,191
Other contributions$0

Income & Expenses

Total income$255,584
Total expenses$19,597
Net income$235,987
Source fields
Schedule I source fields
Filing Id
56037053304521
Schedule I EIN
62-1736974
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$573,528
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$573,528
Small plan total assets at end of year
$809,515
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$809,515
Small plan employer contributions
$19,953
Small plan participant contributions
$76,191
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$159,440
Small plan total income
$255,584
Small plan total benefit distributions
$18,817
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$780
Small plan total expenses
$19,597
Small plan net income or loss
$235,987
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
No
Small plan fidelity bond amount
$0
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
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
56037053304521
Schedule R EIN
62-1736974
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
35-0472300
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0