Original filing (PDF)20251015103722NAL0004604065001

LINCOLN BANCORP

Name: LINCOLN BANCORP — LINCOLN BANCORP EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: LINCOLN BANCORP

Form 5500

FILING_RECEIVED

LINCOLN BANCORP EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

222

Accounts w/ balance

386

Plan assets (EOY)

$13.5M

Net assets (EOY)

$10.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINCOLN BANCORP.

Plan sponsor

Name

LINCOLN BANCORP

EIN

42-1224950

Address

360 WESTFIELD AVENUE · SUITE 6 · WATERLOO, IA · 50701

Phone

(319) 874-4170

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $13.4M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Lincon Bancorp 1,086,808 shares of common stock	—	—	$8.5M	$13.4M	99.8%

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