Civic Intelligence

Lincoln Financial Services

Plan context: Lincoln Financial Services Pension Plan

EIN 95-1744635 • San Diego, CA • 31 filings • 7 plans

3110 Camino Del Rio SSte 214San Diego, CA 92108-3831
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$1,128,178

2023 Contributions

$78,102

Historical Graphs

Total Assets Over Time

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

$1,128,178$564,089$0199920122023YearValue
$1,128,178Latest year 2023

Participants Over Time

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

1790199920112023YearValue
6Latest year 2023

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
202316$1,128,178$78,102$13,017iApproximate average salary by contribution assumption: employee only about $325,425 at 4% or $216,950 at 6%; with 50% employer match about $216,950 at 4% or $144,633 at 6%; with 100% employer match about $162,713 at 4% or $108,475 at 6%.
Lincoln Financial Services Pension Plan-6$1,128,178$78,102$13,017iApproximate average salary by contribution assumption: employee only about $325,425 at 4% or $216,950 at 6%; with 50% employer match about $216,950 at 4% or $144,633 at 6%; with 100% employer match about $162,713 at 4% or $108,475 at 6%.
202216$914,647$74,820$12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%.
Lincoln Financial Services Pension Plan-6$914,647$74,820$12,470iApproximate average salary by contribution assumption: employee only about $311,750 at 4% or $207,833 at 6%; with 50% employer match about $207,833 at 4% or $138,556 at 6%; with 100% employer match about $155,875 at 4% or $103,917 at 6%.
202117$1,003,027$89,529$12,790iApproximate average salary by contribution assumption: employee only about $319,746 at 4% or $213,164 at 6%; with 50% employer match about $213,164 at 4% or $142,110 at 6%; with 100% employer match about $159,873 at 4% or $106,582 at 6%.
Lincoln Financial Services Pension Plan-7$1,003,027$89,529$12,790iApproximate average salary by contribution assumption: employee only about $319,746 at 4% or $213,164 at 6%; with 50% employer match about $213,164 at 4% or $142,110 at 6%; with 100% employer match about $159,873 at 4% or $106,582 at 6%.
202019$829,351$65,719$7,302iApproximate average salary by contribution assumption: employee only about $182,553 at 4% or $121,702 at 6%; with 50% employer match about $121,702 at 4% or $81,135 at 6%; with 100% employer match about $91,276 at 4% or $60,851 at 6%.
Lincoln Financial Services Pension Plan-9$829,351$65,719$7,302iApproximate average salary by contribution assumption: employee only about $182,553 at 4% or $121,702 at 6%; with 50% employer match about $121,702 at 4% or $81,135 at 6%; with 100% employer match about $91,276 at 4% or $60,851 at 6%.
2019110$1,060,968$69,982$6,998iApproximate average salary by contribution assumption: employee only about $174,955 at 4% or $116,637 at 6%; with 50% employer match about $116,637 at 4% or $77,758 at 6%; with 100% employer match about $87,478 at 4% or $58,318 at 6%.
Lincoln Financial Services Pension Plan-10$1,060,968$69,982$6,998iApproximate average salary by contribution assumption: employee only about $174,955 at 4% or $116,637 at 6%; with 50% employer match about $116,637 at 4% or $77,758 at 6%; with 100% employer match about $87,478 at 4% or $58,318 at 6%.
2018113$922,018$64,830$4,987iApproximate average salary by contribution assumption: employee only about $124,673 at 4% or $83,115 at 6%; with 50% employer match about $83,115 at 4% or $55,410 at 6%; with 100% employer match about $62,337 at 4% or $41,558 at 6%.
Lincoln Financial Services Pension Plan-13$922,018$64,830$4,987iApproximate average salary by contribution assumption: employee only about $124,673 at 4% or $83,115 at 6%; with 50% employer match about $83,115 at 4% or $55,410 at 6%; with 100% employer match about $62,337 at 4% or $41,558 at 6%.
2017111$959,325$77,942$7,086iApproximate average salary by contribution assumption: employee only about $177,141 at 4% or $118,094 at 6%; with 50% employer match about $118,094 at 4% or $78,729 at 6%; with 100% employer match about $88,570 at 4% or $59,047 at 6%.
Lincoln Financial Services Pension Plan-11$959,325$77,942$7,086iApproximate average salary by contribution assumption: employee only about $177,141 at 4% or $118,094 at 6%; with 50% employer match about $118,094 at 4% or $78,729 at 6%; with 100% employer match about $88,570 at 4% or $59,047 at 6%.
2016114$740,185$233,093$16,650iApproximate average salary by contribution assumption: employee only about $416,238 at 4% or $277,492 at 6%; with 50% employer match about $277,492 at 4% or $184,994 at 6%; with 100% employer match about $208,119 at 4% or $138,746 at 6%.
Lincoln Financial Services Pension Plan-14$740,185$233,093$16,650iApproximate average salary by contribution assumption: employee only about $416,238 at 4% or $277,492 at 6%; with 50% employer match about $277,492 at 4% or $184,994 at 6%; with 100% employer match about $208,119 at 4% or $138,746 at 6%.
2015214$749,035$59,393$4,242iApproximate average salary by contribution assumption: employee only about $106,059 at 4% or $70,706 at 6%; with 50% employer match about $70,706 at 4% or $47,137 at 6%; with 100% employer match about $53,029 at 4% or $35,353 at 6%.
Lincoln Financial Services Pension Plan-14$496,608$0-
Lincoln Financial Services Pension Plan-11$252,427$59,393$5,399iApproximate average salary by contribution assumption: employee only about $134,984 at 4% or $89,989 at 6%; with 50% employer match about $89,989 at 4% or $59,993 at 6%; with 100% employer match about $67,492 at 4% or $44,995 at 6%.
2014214$516,319$1,350$96iApproximate average salary by contribution assumption: employee only about $2,411 at 4% or $1,607 at 6%; with 50% employer match about $1,607 at 4% or $1,071 at 6%; with 100% employer match about $1,205 at 4% or $804 at 6%.
Lincoln Financial Services Pension Plan-14$516,319$1,350$96iApproximate average salary by contribution assumption: employee only about $2,411 at 4% or $1,607 at 6%; with 50% employer match about $1,607 at 4% or $1,071 at 6%; with 100% employer match about $1,205 at 4% or $804 at 6%.
Lincoln Financial Services Pension Plan-0$0--
2013215$999,576$93,697$6,246iApproximate average salary by contribution assumption: employee only about $156,162 at 4% or $104,108 at 6%; with 50% employer match about $104,108 at 4% or $69,405 at 6%; with 100% employer match about $78,081 at 4% or $52,054 at 6%.
Lincoln Financial Services Pension Plan-14$526,741$93,697$6,693iApproximate average salary by contribution assumption: employee only about $167,316 at 4% or $111,544 at 6%; with 50% employer match about $111,544 at 4% or $74,363 at 6%; with 100% employer match about $83,658 at 4% or $55,772 at 6%.
Lincoln Financial Services Pension Plan-15$472,835--
2012217$894,153$83,507$4,912iApproximate average salary by contribution assumption: employee only about $122,804 at 4% or $81,870 at 6%; with 50% employer match about $81,870 at 4% or $54,580 at 6%; with 100% employer match about $61,402 at 4% or $40,935 at 6%.
Lincoln Financial Services Pension Plan-15$466,971--
Lincoln Financial Services Pension Plan-17$427,182$83,507$4,912iApproximate average salary by contribution assumption: employee only about $122,804 at 4% or $81,870 at 6%; with 50% employer match about $81,870 at 4% or $54,580 at 6%; with 100% employer match about $61,402 at 4% or $40,935 at 6%.
2011215$759,449$67,274$4,485iApproximate average salary by contribution assumption: employee only about $112,123 at 4% or $74,749 at 6%; with 50% employer match about $74,749 at 4% or $49,833 at 6%; with 100% employer match about $56,062 at 4% or $37,374 at 6%.
Lincoln Financial Services Pension Plan-15$452,575--
Lincoln Financial Services Pension Plan-13$306,874$67,274$5,175iApproximate average salary by contribution assumption: employee only about $129,373 at 4% or $86,249 at 6%; with 50% employer match about $86,249 at 4% or $57,499 at 6%; with 100% employer match about $64,687 at 4% or $43,124 at 6%.
2010115$447,656$0-
Lincoln Financial Services Pension Plan-15$447,656--
2009215$608,742$49,892$3,326iApproximate average salary by contribution assumption: employee only about $83,153 at 4% or $55,436 at 6%; with 50% employer match about $55,436 at 4% or $36,957 at 6%; with 100% employer match about $41,577 at 4% or $27,718 at 6%.
Lincoln Financial Services Pension Plan-15$435,355--
Lincoln Financial Services Pension Plan-11$173,387$49,892$4,536iApproximate average salary by contribution assumption: employee only about $113,391 at 4% or $75,594 at 6%; with 50% employer match about $75,594 at 4% or $50,396 at 6%; with 100% employer match about $56,695 at 4% or $37,797 at 6%.
2008110$384,120$0-
Lincoln Financial Services Pension Plan-10$384,120--
2007110$0$0-
Lincoln Financial Services Pension Plan-10---
2006110$586,601$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Lincoln Financial Services Pension Plan-10$586,601$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
2005112$498,480$0-
Lincoln Financial Services Pension Plan-12$498,480--
2004114$485,591$18,285$1,306iApproximate average salary by contribution assumption: employee only about $32,652 at 4% or $21,768 at 6%; with 50% employer match about $21,768 at 4% or $14,512 at 6%; with 100% employer match about $16,326 at 4% or $10,884 at 6%.
Lincoln Financial Services Pension Plan-14$485,591$18,285$1,306iApproximate average salary by contribution assumption: employee only about $32,652 at 4% or $21,768 at 6%; with 50% employer match about $21,768 at 4% or $14,512 at 6%; with 100% employer match about $16,326 at 4% or $10,884 at 6%.
2003112$479,245$20,325$1,694iApproximate average salary by contribution assumption: employee only about $42,344 at 4% or $28,229 at 6%; with 50% employer match about $28,229 at 4% or $18,819 at 6%; with 100% employer match about $21,172 at 4% or $14,115 at 6%.
Lincoln Financial Services Pension Plan-12$479,245$20,325$1,694iApproximate average salary by contribution assumption: employee only about $42,344 at 4% or $28,229 at 6%; with 50% employer match about $28,229 at 4% or $18,819 at 6%; with 100% employer match about $21,172 at 4% or $14,115 at 6%.
2002112$381,823$20,785$1,732iApproximate average salary by contribution assumption: employee only about $43,302 at 4% or $28,868 at 6%; with 50% employer match about $28,868 at 4% or $19,245 at 6%; with 100% employer match about $21,651 at 4% or $14,434 at 6%.
Lincoln Financial Services Pension Plan-12$381,823$20,785$1,732iApproximate average salary by contribution assumption: employee only about $43,302 at 4% or $28,868 at 6%; with 50% employer match about $28,868 at 4% or $19,245 at 6%; with 100% employer match about $21,651 at 4% or $14,434 at 6%.
2001112$0$0-
Lincoln Financial Services Pension Plan-12---
2000110$387,948$19,200$1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
Lincoln Financial Services Pension Plan-10$387,948$19,200$1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
1999110$385,572$15,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Lincoln Financial Services Pension Plan-10$385,572$15,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.