Fidelity bond in place
Yes
Filing
Source One Cable Technology 401 K Profit Sharing Plan
Source One Cable Technology • EIN 77-0415890 • Plan year 2003
Filing Insights
Participants
Up57 → 76
19 • 33.33%
Assets
Up$737,838 → $966,113
$228,275 • 30.94%
Investment Management Fee
-
Admin expenses - • Total expenses $31,254
Filing Details
Context- Net investment result
- $228,275
- Pension payor EIN
- 23-2601407
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 23 | $2,596,284 | $0 | - |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 23 | $2,596,284 | - | - |
| 2017 | 1 | 24 | $2,813,352 | $0 | - |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 24 | $2,813,352 | - | - |
| 2016 | 1 | 31 | $2,731,528 | $80,454 | $2,595iApproximate average salary by contribution assumption: employee only about $64,882 at 4% or $43,255 at 6%; with 50% employer match about $43,255 at 4% or $28,837 at 6%; with 100% employer match about $32,441 at 4% or $21,627 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 31 | $2,731,528 | $80,454 | $2,595iApproximate average salary by contribution assumption: employee only about $64,882 at 4% or $43,255 at 6%; with 50% employer match about $43,255 at 4% or $28,837 at 6%; with 100% employer match about $32,441 at 4% or $21,627 at 6%. |
| 2015 | 1 | 39 | $3,167,070 | $97,466 | $2,499iApproximate average salary by contribution assumption: employee only about $62,478 at 4% or $41,652 at 6%; with 50% employer match about $41,652 at 4% or $27,768 at 6%; with 100% employer match about $31,239 at 4% or $20,826 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 39 | $3,167,070 | $97,466 | $2,499iApproximate average salary by contribution assumption: employee only about $62,478 at 4% or $41,652 at 6%; with 50% employer match about $41,652 at 4% or $27,768 at 6%; with 100% employer match about $31,239 at 4% or $20,826 at 6%. |
| 2014 | 1 | 38 | $3,278,968 | $46,951 | $1,236iApproximate average salary by contribution assumption: employee only about $30,889 at 4% or $20,593 at 6%; with 50% employer match about $20,593 at 4% or $13,728 at 6%; with 100% employer match about $15,444 at 4% or $10,296 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 38 | $3,278,968 | $46,951 | $1,236iApproximate average salary by contribution assumption: employee only about $30,889 at 4% or $20,593 at 6%; with 50% employer match about $20,593 at 4% or $13,728 at 6%; with 100% employer match about $15,444 at 4% or $10,296 at 6%. |
| 2013 | 1 | 43 | $3,514,411 | $150,025 | $3,489iApproximate average salary by contribution assumption: employee only about $87,224 at 4% or $58,149 at 6%; with 50% employer match about $58,149 at 4% or $38,766 at 6%; with 100% employer match about $43,612 at 4% or $29,075 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 43 | $3,514,411 | $150,025 | $3,489iApproximate average salary by contribution assumption: employee only about $87,224 at 4% or $58,149 at 6%; with 50% employer match about $58,149 at 4% or $38,766 at 6%; with 100% employer match about $43,612 at 4% or $29,075 at 6%. |
| 2012 | 1 | 42 | $3,461,163 | $308,849 | $7,354iApproximate average salary by contribution assumption: employee only about $183,839 at 4% or $122,559 at 6%; with 50% employer match about $122,559 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,280 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 42 | $3,461,163 | $308,849 | $7,354iApproximate average salary by contribution assumption: employee only about $183,839 at 4% or $122,559 at 6%; with 50% employer match about $122,559 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,280 at 6%. |
| 2011 | 1 | 41 | $2,990,653 | $440,908 | $10,754iApproximate average salary by contribution assumption: employee only about $268,846 at 4% or $179,231 at 6%; with 50% employer match about $179,231 at 4% or $119,487 at 6%; with 100% employer match about $134,423 at 4% or $89,615 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 41 | $2,990,653 | $440,908 | $10,754iApproximate average salary by contribution assumption: employee only about $268,846 at 4% or $179,231 at 6%; with 50% employer match about $179,231 at 4% or $119,487 at 6%; with 100% employer match about $134,423 at 4% or $89,615 at 6%. |
| 2010 | 1 | 45 | $2,842,958 | $276,308 | $6,140iApproximate average salary by contribution assumption: employee only about $153,504 at 4% or $102,336 at 6%; with 50% employer match about $102,336 at 4% or $68,224 at 6%; with 100% employer match about $76,752 at 4% or $51,168 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 45 | $2,842,958 | $276,308 | $6,140iApproximate average salary by contribution assumption: employee only about $153,504 at 4% or $102,336 at 6%; with 50% employer match about $102,336 at 4% or $68,224 at 6%; with 100% employer match about $76,752 at 4% or $51,168 at 6%. |
| 2009 | 1 | 43 | $2,313,117 | $252,838 | $5,880iApproximate average salary by contribution assumption: employee only about $146,999 at 4% or $97,999 at 6%; with 50% employer match about $97,999 at 4% or $65,333 at 6%; with 100% employer match about $73,499 at 4% or $49,000 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 43 | $2,313,117 | $252,838 | $5,880iApproximate average salary by contribution assumption: employee only about $146,999 at 4% or $97,999 at 6%; with 50% employer match about $97,999 at 4% or $65,333 at 6%; with 100% employer match about $73,499 at 4% or $49,000 at 6%. |
| 2008 | 1 | 75 | $1,759,097 | $284,103 | $3,788iApproximate average salary by contribution assumption: employee only about $94,701 at 4% or $63,134 at 6%; with 50% employer match about $63,134 at 4% or $42,089 at 6%; with 100% employer match about $47,351 at 4% or $31,567 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 75 | $1,759,097 | $284,103 | $3,788iApproximate average salary by contribution assumption: employee only about $94,701 at 4% or $63,134 at 6%; with 50% employer match about $63,134 at 4% or $42,089 at 6%; with 100% employer match about $47,351 at 4% or $31,567 at 6%. |
| 2007 | 1 | 70 | $1,966,483 | $230,438 | $3,292iApproximate average salary by contribution assumption: employee only about $82,299 at 4% or $54,866 at 6%; with 50% employer match about $54,866 at 4% or $36,577 at 6%; with 100% employer match about $41,150 at 4% or $27,433 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 70 | $1,966,483 | $230,438 | $3,292iApproximate average salary by contribution assumption: employee only about $82,299 at 4% or $54,866 at 6%; with 50% employer match about $54,866 at 4% or $36,577 at 6%; with 100% employer match about $41,150 at 4% or $27,433 at 6%. |
| 2006 | 1 | 61 | $1,687,643 | $213,286 | $3,496iApproximate average salary by contribution assumption: employee only about $87,412 at 4% or $58,275 at 6%; with 50% employer match about $58,275 at 4% or $38,850 at 6%; with 100% employer match about $43,706 at 4% or $29,137 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 61 | $1,687,643 | $213,286 | $3,496iApproximate average salary by contribution assumption: employee only about $87,412 at 4% or $58,275 at 6%; with 50% employer match about $58,275 at 4% or $38,850 at 6%; with 100% employer match about $43,706 at 4% or $29,137 at 6%. |
| 2005 | 1 | 61 | $1,343,031 | $177,508 | $2,910iApproximate average salary by contribution assumption: employee only about $72,749 at 4% or $48,499 at 6%; with 50% employer match about $48,499 at 4% or $32,333 at 6%; with 100% employer match about $36,375 at 4% or $24,250 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 61 | $1,343,031 | $177,508 | $2,910iApproximate average salary by contribution assumption: employee only about $72,749 at 4% or $48,499 at 6%; with 50% employer match about $48,499 at 4% or $32,333 at 6%; with 100% employer match about $36,375 at 4% or $24,250 at 6%. |
| 2004 | 1 | 51 | $1,224,671 | $189,292 | $3,712iApproximate average salary by contribution assumption: employee only about $92,790 at 4% or $61,860 at 6%; with 50% employer match about $61,860 at 4% or $41,240 at 6%; with 100% employer match about $46,395 at 4% or $30,930 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 51 | $1,224,671 | $189,292 | $3,712iApproximate average salary by contribution assumption: employee only about $92,790 at 4% or $61,860 at 6%; with 50% employer match about $61,860 at 4% or $41,240 at 6%; with 100% employer match about $46,395 at 4% or $30,930 at 6%. |
| 2003 | 1 | 76 | $966,113 | $155,245 | $2,043iApproximate average salary by contribution assumption: employee only about $51,067 at 4% or $34,045 at 6%; with 50% employer match about $34,045 at 4% or $22,697 at 6%; with 100% employer match about $25,534 at 4% or $17,022 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | Current | 76 | $966,113 | $155,245 | $2,043iApproximate average salary by contribution assumption: employee only about $51,067 at 4% or $34,045 at 6%; with 50% employer match about $34,045 at 4% or $22,697 at 6%; with 100% employer match about $25,534 at 4% or $17,022 at 6%. |
| 2002 | 1 | 55 | $737,838 | $143,644 | $2,612iApproximate average salary by contribution assumption: employee only about $65,293 at 4% or $43,528 at 6%; with 50% employer match about $43,528 at 4% or $29,019 at 6%; with 100% employer match about $32,646 at 4% or $21,764 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 55 | $737,838 | $143,644 | $2,612iApproximate average salary by contribution assumption: employee only about $65,293 at 4% or $43,528 at 6%; with 50% employer match about $43,528 at 4% or $29,019 at 6%; with 100% employer match about $32,646 at 4% or $21,764 at 6%. |
| 2001 | 1 | 67 | $0 | $0 | - |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 67 | - | - | - |
| 2000 | 1 | 34 | $525,466 | $80,073 | $2,355iApproximate average salary by contribution assumption: employee only about $58,877 at 4% or $39,251 at 6%; with 50% employer match about $39,251 at 4% or $26,168 at 6%; with 100% employer match about $29,439 at 4% or $19,626 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 34 | $525,466 | $80,073 | $2,355iApproximate average salary by contribution assumption: employee only about $58,877 at 4% or $39,251 at 6%; with 50% employer match about $39,251 at 4% or $26,168 at 6%; with 100% employer match about $29,439 at 4% or $19,626 at 6%. |
| 1999 | 1 | 37 | $497,349 | $63,289 | $1,711iApproximate average salary by contribution assumption: employee only about $42,763 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,381 at 4% or $14,254 at 6%. |
| Source One Cable Technology 401 K Profit Sharing Plan | - | 37 | $497,349 | $63,289 | $1,711iApproximate average salary by contribution assumption: employee only about $42,763 at 4% or $28,509 at 6%; with 50% employer match about $28,509 at 4% or $19,006 at 6%; with 100% employer match about $21,381 at 4% or $14,254 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037300062564
- Form Id
- 52884395
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374300062060002
- Ins Broker 01 Name
- DOUGLAS C. DALZIEL
- Ins Broker 01 Street Addr
- 3000 EXECUTIVE PKWY 400
- Ins Broker 01 City
- SAN RAMON
- Ins Broker 01 State
- CA
- Ins Broker 01 ZIP Code
- 94583
- Ins Broker Comm Pd 01 Amount
- $3,078
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Ins Carrier Name: LINCOLN NATIONAL LIFE INSURANCE COMPANY
- Filing Id
- 84037300062564
- Form Id
- 52884395
- Schedule A EIN
- 77-0415890
- 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 COMPANY
- Ins Carrier EIN
- 35-0472300
- Ins Carrier Naic Code
- 65676
- Ins Contract Num
- GP 89227
- Ins Prsn Covered End of year Count
- 34
- Ins Policy From Date
- 2003-01-01
- Ins Policy To Date
- 2003-12-31
- Ins Broker Comm Total Amount
- $3,078
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $117,865
- Pension End of year Sep Account Amount
- $826,976
- 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
- GROUP VARIABLE ANNUITY W/ GUAR FUND
- Pension End Prev Bal Amount
- $102,385
- Pension Contribution Dep Amount
- $13,035
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $3,457
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $1,715
- Pension Other Text
- LOAN REPAYMENTS
- Pension Total Additions Amount
- $18,207
- Pension Total Bal Addn Amount
- $120,592
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $60
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $2,667
- Pension Oth Ded Text
- CORRECTIVE DISTRIBUTION
- Pension Total Ded Amount
- $2,727
- Pension End of year Bal Amount
- $117,865
- 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
- 84037300062564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374300062060003
- Row 2
- Filing Id
- 84037300062564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA61 DELAWARE GROWTH & INCOME
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300161
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $47,967
- Row 3
- Filing Id
- 84037300062564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA57 FIDELITY VIP EQUITY INCOME
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300157
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $8,504
- Row 4
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA23 LARGE CAP EQUITY
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300123
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $41,996
- Row 5
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA40 SCUDDER VIT EAFE EQ INDEX
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300140
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,696
- Row 6
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA58 FIDELITY VIP GROWTH
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300158
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,095
- Row 7
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA70 JANUS ASPEN GROWTH
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300170
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $883
- Row 8
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA69 PUTNAM VT HEALTH SCIENCES
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300169
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $3,626
- Row 9
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 6
- Row Num
- 15
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA30 CONSERVATIVE BALANCED
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300130
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $9,158
- Row 10
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 1
- Row Num
- 16
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA17 MEDIUM CAP EQUITY
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300117
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $8,561
- Row 11
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 2
- Row Num
- 17
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA38 NEUBERGERBERMAN AMT REGEN
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300138
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $643
- Row 12
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 3
- Row Num
- 18
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA34 JANUS ASPEN WORLDWIDE GR
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300134
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $15,402
- Row 13
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 4
- Row Num
- 19
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA27 SCUDDER VIT EQ 500 INDEX
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300127
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $18,532
- Row 14
- Filing Id
- 84037300062564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA68 PUTNAM VT GROWTH & INCOME
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300168
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $14,857
- Row 15
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 5
- Row Num
- 20
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA28 VALUE EQUITY
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300128
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $31,847
- Row 16
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 2
- Page Row Num
- 6
- Row Num
- 21
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA20 HIGH YIELD BOND
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300120
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,262
- Row 17
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 1
- Row Num
- 22
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA59 FIDELITY VIP OVERSEAS
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300159
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $209
- Row 18
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 2
- Row Num
- 23
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA63 FRANKLIN SMALL CAP
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300163
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $203
- Row 19
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 3
- Row Num
- 24
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA64 JANUS ASPEN AGG GROWTH
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300164
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $197
- Row 20
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 4
- Row Num
- 25
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA37 NEUBERGERBERMAN MIDCAP GR
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300137
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,756
- Row 21
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 5
- Row Num
- 26
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA19 ALLIANCE VPS GROWTH & INC
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300119
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $420
- Row 22
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 3
- Page Row Num
- 6
- Row Num
- 27
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA49 AFIS GROWTH-INCOME
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300149
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $423
- Row 23
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 1
- Row Num
- 28
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA55 DELAWARE VIP REIT
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300155
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $17,376
- Row 24
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 4
- Page Row Num
- 2
- Row Num
- 29
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA24 SMALL CAP EQUITY
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300124
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $0
- Row 25
- Filing Id
- 84037300062564
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA22 INTERNATIONAL EQUITY
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300122
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $10,122
- Row 26
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA12 GOV'T/CORPORATE BOND
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300112
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $179,370
- Row 27
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA32 AGGRESSIVE BALANCED
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300132
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $77,080
- Row 28
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA11 CORE EQUITY
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300111
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $16,316
- Row 29
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA14 SHORT TERM
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300114
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $209,187
- Row 30
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA35 FIDELITY VIP CONTRA FUND
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300135
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $40,041
- Row 31
- Filing Id
- 84037300062564
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 3030374300062060003
- DFE P1 Entity 01 Name
- LNL SA21 BALANCED
- DFE P1 Spons 01 Name
- LINCOLN NATIONAL LIFE INSURANCE CO.
- DFE P1 Plan 01 EIN Plan number
- 350472300121
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $57,248
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$966,113$228,275 change
Balance Sheet
Beginning and end of plan year.
Total assets$737,838$966,113Increase +$228,275 (30.94%)
Total liabilities$0$0No change $0
Net assets$737,838$966,113Increase +$228,275 (30.94%)
Contributions
Employer contributions$48,958
Participant contributions$106,287
Other contributions$0
Income & Expenses
Total income$259,529
Total expenses$31,254
Net income$228,275
Source fields
- Schedule I source fields
- Filing Id
- 84037300062564
- Schedule I EIN
- 77-0415890
- 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
- $737,838
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $737,838
- Small plan total assets at end of year
- $966,113
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $966,113
- Small plan employer contributions
- $48,958
- Small plan participant contributions
- $106,287
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $104,284
- Small plan total income
- $259,529
- Small plan total benefit distributions
- $5,227
- Small Corrective Distribution Amount
- $19,289
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $6,738
- Small plan total expenses
- $31,254
- Small plan net income or loss
- $228,275
- 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
- Yes
- Small Mortg Participants End of year Amount
- $17,434
- 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
- $100,000
- 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 EIN23-2601407
Transfers
Distributed property value$0
Schedule R source fields
- Payor 23-2601407
- Filing Id
- 84037300062564
- Schedule R EIN
- 77-0415890
- 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
- 23-2601407
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0