Civic Intelligence
Filing

Am Test Inc. 401(K) Plan

Am Test Inc. • EIN 91-1643777 • Kirkland, WA • Plan year 2003

Company ProfileSource Archive
13600 NE 126th PlaceSuite CKirkland, WA 98034
Filing Insights

Participants

Up

1 → 5

4 • 400.00%

Assets

Up

$362,078 → $396,093

$34,015 • 9.39%

Investment Management Fee

-

Admin expenses - • Total expenses $28,514

Filing Details

Context
Net investment result
$46,855
Pension payor EIN
35-0472300

Status Flags

Fidelity bond in place

Yes

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
202417$1,314,115$28,768$4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,495 at 6%; with 50% employer match about $68,495 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,248 at 6%.
Am Test Inc. 401(K) Plan-7$1,314,115$28,768$4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,495 at 6%; with 50% employer match about $68,495 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,248 at 6%.
202317$1,132,424$32,966$4,709iApproximate average salary by contribution assumption: employee only about $117,736 at 4% or $78,490 at 6%; with 50% employer match about $78,490 at 4% or $52,327 at 6%; with 100% employer match about $58,868 at 4% or $39,245 at 6%.
Am Test Inc. 401(K) Plan-7$1,132,424$32,966$4,709iApproximate average salary by contribution assumption: employee only about $117,736 at 4% or $78,490 at 6%; with 50% employer match about $78,490 at 4% or $52,327 at 6%; with 100% employer match about $58,868 at 4% or $39,245 at 6%.
2022111$949,136$33,255$3,023iApproximate average salary by contribution assumption: employee only about $75,580 at 4% or $50,386 at 6%; with 50% employer match about $50,386 at 4% or $33,591 at 6%; with 100% employer match about $37,790 at 4% or $25,193 at 6%.
Am Test Inc. 401(K) Plan-11$949,136$33,255$3,023iApproximate average salary by contribution assumption: employee only about $75,580 at 4% or $50,386 at 6%; with 50% employer match about $50,386 at 4% or $33,591 at 6%; with 100% employer match about $37,790 at 4% or $25,193 at 6%.
2021111$1,104,021$35,128$3,193iApproximate average salary by contribution assumption: employee only about $79,836 at 4% or $53,224 at 6%; with 50% employer match about $53,224 at 4% or $35,483 at 6%; with 100% employer match about $39,918 at 4% or $26,612 at 6%.
Am Test Inc. 401(K) Plan-11$1,104,021$35,128$3,193iApproximate average salary by contribution assumption: employee only about $79,836 at 4% or $53,224 at 6%; with 50% employer match about $53,224 at 4% or $35,483 at 6%; with 100% employer match about $39,918 at 4% or $26,612 at 6%.
202017$955,268$28,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Am Test Inc. 401(K) Plan-7$955,268$28,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
2019110$869,197$30,562$3,056iApproximate average salary by contribution assumption: employee only about $76,405 at 4% or $50,937 at 6%; with 50% employer match about $50,937 at 4% or $33,958 at 6%; with 100% employer match about $38,203 at 4% or $25,468 at 6%.
Am Test Inc. 401(K) Plan-10$869,197$30,562$3,056iApproximate average salary by contribution assumption: employee only about $76,405 at 4% or $50,937 at 6%; with 50% employer match about $50,937 at 4% or $33,958 at 6%; with 100% employer match about $38,203 at 4% or $25,468 at 6%.
201819$702,599$31,453$3,495iApproximate average salary by contribution assumption: employee only about $87,369 at 4% or $58,246 at 6%; with 50% employer match about $58,246 at 4% or $38,831 at 6%; with 100% employer match about $43,685 at 4% or $29,123 at 6%.
Am Test Inc. 401(K) Plan-9$702,599$31,453$3,495iApproximate average salary by contribution assumption: employee only about $87,369 at 4% or $58,246 at 6%; with 50% employer match about $58,246 at 4% or $38,831 at 6%; with 100% employer match about $43,685 at 4% or $29,123 at 6%.
2017111$718,653$26,255$2,387iApproximate average salary by contribution assumption: employee only about $59,670 at 4% or $39,780 at 6%; with 50% employer match about $39,780 at 4% or $26,520 at 6%; with 100% employer match about $29,835 at 4% or $19,890 at 6%.
Am Test Inc. 401(K) Plan-11$718,653$26,255$2,387iApproximate average salary by contribution assumption: employee only about $59,670 at 4% or $39,780 at 6%; with 50% employer match about $39,780 at 4% or $26,520 at 6%; with 100% employer match about $29,835 at 4% or $19,890 at 6%.
201619$683,651$30,572$3,397iApproximate average salary by contribution assumption: employee only about $84,922 at 4% or $56,615 at 6%; with 50% employer match about $56,615 at 4% or $37,743 at 6%; with 100% employer match about $42,461 at 4% or $28,307 at 6%.
Am Test Inc. 401(K) Plan-9$683,651$30,572$3,397iApproximate average salary by contribution assumption: employee only about $84,922 at 4% or $56,615 at 6%; with 50% employer match about $56,615 at 4% or $37,743 at 6%; with 100% employer match about $42,461 at 4% or $28,307 at 6%.
2015113$617,006$32,861$2,528iApproximate average salary by contribution assumption: employee only about $63,194 at 4% or $42,129 at 6%; with 50% employer match about $42,129 at 4% or $28,086 at 6%; with 100% employer match about $31,597 at 4% or $21,065 at 6%.
Am Test Inc. 401(K) Plan-13$617,006$32,861$2,528iApproximate average salary by contribution assumption: employee only about $63,194 at 4% or $42,129 at 6%; with 50% employer match about $42,129 at 4% or $28,086 at 6%; with 100% employer match about $31,597 at 4% or $21,065 at 6%.
2014112$600,675$33,697$2,808iApproximate average salary by contribution assumption: employee only about $70,202 at 4% or $46,801 at 6%; with 50% employer match about $46,801 at 4% or $31,201 at 6%; with 100% employer match about $35,101 at 4% or $23,401 at 6%.
Am Test Inc. 401(K) Plan-12$600,675$33,697$2,808iApproximate average salary by contribution assumption: employee only about $70,202 at 4% or $46,801 at 6%; with 50% employer match about $46,801 at 4% or $31,201 at 6%; with 100% employer match about $35,101 at 4% or $23,401 at 6%.
2013112$811,436$37,482$3,124iApproximate average salary by contribution assumption: employee only about $78,088 at 4% or $52,058 at 6%; with 50% employer match about $52,058 at 4% or $34,706 at 6%; with 100% employer match about $39,044 at 4% or $26,029 at 6%.
Am Test Inc. 401(K) Plan-12$811,436$37,482$3,124iApproximate average salary by contribution assumption: employee only about $78,088 at 4% or $52,058 at 6%; with 50% employer match about $52,058 at 4% or $34,706 at 6%; with 100% employer match about $39,044 at 4% or $26,029 at 6%.
2012113$821,255$37,437$2,880iApproximate average salary by contribution assumption: employee only about $71,994 at 4% or $47,996 at 6%; with 50% employer match about $47,996 at 4% or $31,997 at 6%; with 100% employer match about $35,997 at 4% or $23,998 at 6%.
Am Test Inc. 401(K) Plan-13$821,255$37,437$2,880iApproximate average salary by contribution assumption: employee only about $71,994 at 4% or $47,996 at 6%; with 50% employer match about $47,996 at 4% or $31,997 at 6%; with 100% employer match about $35,997 at 4% or $23,998 at 6%.
2011112$684,542$34,775$2,898iApproximate average salary by contribution assumption: employee only about $72,448 at 4% or $48,299 at 6%; with 50% employer match about $48,299 at 4% or $32,199 at 6%; with 100% employer match about $36,224 at 4% or $24,149 at 6%.
Am Test Inc. 401(K) Plan-12$684,542$34,775$2,898iApproximate average salary by contribution assumption: employee only about $72,448 at 4% or $48,299 at 6%; with 50% employer match about $48,299 at 4% or $32,199 at 6%; with 100% employer match about $36,224 at 4% or $24,149 at 6%.
2010110$672,693$26,851$2,685iApproximate average salary by contribution assumption: employee only about $67,128 at 4% or $44,752 at 6%; with 50% employer match about $44,752 at 4% or $29,834 at 6%; with 100% employer match about $33,564 at 4% or $22,376 at 6%.
Am Test Inc. 401(K) Plan-10$672,693$26,851$2,685iApproximate average salary by contribution assumption: employee only about $67,128 at 4% or $44,752 at 6%; with 50% employer match about $44,752 at 4% or $29,834 at 6%; with 100% employer match about $33,564 at 4% or $22,376 at 6%.
2009110$584,432$29,407$2,941iApproximate average salary by contribution assumption: employee only about $73,518 at 4% or $49,012 at 6%; with 50% employer match about $49,012 at 4% or $32,674 at 6%; with 100% employer match about $36,759 at 4% or $24,506 at 6%.
Am Test Inc. 401(K) Plan-10$584,432$29,407$2,941iApproximate average salary by contribution assumption: employee only about $73,518 at 4% or $49,012 at 6%; with 50% employer match about $49,012 at 4% or $32,674 at 6%; with 100% employer match about $36,759 at 4% or $24,506 at 6%.
2008110$438,400$31,491$3,149iApproximate average salary by contribution assumption: employee only about $78,728 at 4% or $52,485 at 6%; with 50% employer match about $52,485 at 4% or $34,990 at 6%; with 100% employer match about $39,364 at 4% or $26,243 at 6%.
Am Test Inc. 401(K) Plan-10$438,400$31,491$3,149iApproximate average salary by contribution assumption: employee only about $78,728 at 4% or $52,485 at 6%; with 50% employer match about $52,485 at 4% or $34,990 at 6%; with 100% employer match about $39,364 at 4% or $26,243 at 6%.
200718$613,057$26,380$3,298iApproximate average salary by contribution assumption: employee only about $82,438 at 4% or $54,958 at 6%; with 50% employer match about $54,958 at 4% or $36,639 at 6%; with 100% employer match about $41,219 at 4% or $27,479 at 6%.
Am Test Inc. 401(K) Plan-8$613,057$26,380$3,298iApproximate average salary by contribution assumption: employee only about $82,438 at 4% or $54,958 at 6%; with 50% employer match about $54,958 at 4% or $36,639 at 6%; with 100% employer match about $41,219 at 4% or $27,479 at 6%.
200617$550,228$27,134$3,876iApproximate average salary by contribution assumption: employee only about $96,907 at 4% or $64,605 at 6%; with 50% employer match about $64,605 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,302 at 6%.
Am Test Inc. 401(K) Plan-7$550,228$27,134$3,876iApproximate average salary by contribution assumption: employee only about $96,907 at 4% or $64,605 at 6%; with 50% employer match about $64,605 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,302 at 6%.
200518$476,336$23,719$2,965iApproximate average salary by contribution assumption: employee only about $74,122 at 4% or $49,415 at 6%; with 50% employer match about $49,415 at 4% or $32,943 at 6%; with 100% employer match about $37,061 at 4% or $24,707 at 6%.
Am Test Inc. 401(K) Plan-8$476,336$23,719$2,965iApproximate average salary by contribution assumption: employee only about $74,122 at 4% or $49,415 at 6%; with 50% employer match about $49,415 at 4% or $32,943 at 6%; with 100% employer match about $37,061 at 4% or $24,707 at 6%.
200418$427,792$24,904$3,113iApproximate average salary by contribution assumption: employee only about $77,825 at 4% or $51,883 at 6%; with 50% employer match about $51,883 at 4% or $34,589 at 6%; with 100% employer match about $38,913 at 4% or $25,942 at 6%.
Am Test Inc. 401(K) Plan-8$427,792$24,904$3,113iApproximate average salary by contribution assumption: employee only about $77,825 at 4% or $51,883 at 6%; with 50% employer match about $51,883 at 4% or $34,589 at 6%; with 100% employer match about $38,913 at 4% or $25,942 at 6%.
200315$396,093$14,236$2,847iApproximate average salary by contribution assumption: employee only about $71,180 at 4% or $47,453 at 6%; with 50% employer match about $47,453 at 4% or $31,636 at 6%; with 100% employer match about $35,590 at 4% or $23,727 at 6%.
Am Test Inc. 401(K) PlanCurrent5$396,093$14,236$2,847iApproximate average salary by contribution assumption: employee only about $71,180 at 4% or $47,453 at 6%; with 50% employer match about $47,453 at 4% or $31,636 at 6%; with 100% employer match about $35,590 at 4% or $23,727 at 6%.
200216$0$0-
Am Test Inc. 401(K) Plan-6---
200117$0$0-
Am Test Inc. 401(K) Plan-7---
200016$0$0-
Am Test Inc. 401(K) Plan-6---
1999111$723,784$48,468$4,406iApproximate average salary by contribution assumption: employee only about $110,155 at 4% or $73,436 at 6%; with 50% employer match about $73,436 at 4% or $48,958 at 6%; with 100% employer match about $55,077 at 4% or $36,718 at 6%.
Am Test Inc. 401(K) Plan-11$723,784$48,468$4,406iApproximate average salary by contribution assumption: employee only about $110,155 at 4% or $73,436 at 6%; with 50% employer match about $73,436 at 4% or $48,958 at 6%; with 100% employer match about $55,077 at 4% or $36,718 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037202308564
Form Id
48464119
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374202308060002
Ins Broker 01 Name
LINSCO/PRIVATE LEDGER
Ins Broker Comm Pd 01 Amount
$156
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Filing Id
84037202308564
Form Id
48464119
Schedule A EIN
91-1643777
Schedule A Plan Num
002
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
GP59807
Ins Prsn Covered End of year Count
8
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$156
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$393,609
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 ANNUTIY CONTRACT
Pension End Prev Bal Amount
$12,038
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$12,038
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$12,038
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$12,038
Pension End of year Bal Amount
$0
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
84037202308564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$47,378
Row 2
Filing Id
84037202308564
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374202308060003
Row 3
Filing Id
84037202308564
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
SOCIAL AWARENESS
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350472300133
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$1,227
Row 4
Filing Id
84037202308564
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
10
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
FIDELITY VIP CONTRAFUND
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
$304
Row 5
Filing Id
84037202308564
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
11
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
ALLIANCE VPS TECHNOLOGY
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350472300131
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$365
Row 6
Filing Id
84037202308564
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
12
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
AFIS GROWTH
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350472300148
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$413
Row 7
Filing Id
84037202308564
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
13
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$668
Row 8
Filing Id
84037202308564
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
14
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$258
Row 9
Filing Id
84037202308564
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
15
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$304
Row 10
Filing Id
84037202308564
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
16
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
MFS VIT EMERGING GROWTH SERIES
DFE P1 Spons 01 Name
LINCOLN NATIONAL LIFE INSURANCE CO.
DFE P1 Plan 01 EIN Plan number
350472300165
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$199
Row 11
Filing Id
84037202308564
Page Id
2
Page Seq
2
Page Row Num
3
Row Num
17
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$253
Row 12
Filing Id
84037202308564
Page Id
2
Page Seq
2
Page Row Num
4
Row Num
18
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
SMALL CAPITALIZATION 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
$208
Row 13
Filing Id
84037202308564
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$69,152
Row 14
Filing Id
84037202308564
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$53,936
Row 15
Filing Id
84037202308564
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$736
Row 16
Filing Id
84037202308564
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
LARGE CAPITALIZATION 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
$70,352
Row 17
Filing Id
84037202308564
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
MEDIUM CAPITALIZATION 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
$64,566
Row 18
Filing Id
84037202308564
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
7
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$400
Row 19
Filing Id
84037202308564
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
8
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
GOVERNMENT/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
$81,898
Row 20
Filing Id
84037202308564
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
9
Image Form Id
3030374202308060003
DFE P1 Entity 01 Name
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
$992

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$396,093$34,015 change

Balance Sheet

Beginning and end of plan year.

Total assets$362,078$396,093Increase +$34,015 (9.39%)
Total liabilities$14,527$1,687Decrease -$12,840 (-88.39%)
Net assets$347,551$394,406Increase +$46,855 (13.48%)

Contributions

Employer contributions$4,609
Participant contributions$9,627
Other contributions$0

Income & Expenses

Total income$75,369
Total expenses$28,514
Net income$46,855
Source fields
Schedule I source fields
Filing Id
84037202308564
Schedule I EIN
91-1643777
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$362,078
Small plan total liabilities at beginning of year
$14,527
Small plan net assets at beginning of year
$347,551
Small plan total assets at end of year
$396,093
Small plan total liabilities at end of year
$1,687
Small plan net assets at end of year
$394,406
Small plan employer contributions
$4,609
Small plan participant contributions
$9,627
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$61,133
Small plan total income
$75,369
Small plan total benefit distributions
$28,409
Small Corrective Distribution Amount
$105
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$28,514
Small plan net income or loss
$46,855
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
$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 EIN35-0472300

Transfers

Distributed property value$0
Schedule R source fields
Payor 35-0472300
Filing Id
84037202308564
Schedule R EIN
91-1643777
Schedule R Plan number
002
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