Original filing (PDF)20260113104903NAL0020382850001

LINCOLN FAMILY WELLNESS, P.C.

Name: LINCOLN FAMILY WELLNESS, P.C. — LINCOLN FAMILY WELLNESS, P.C. SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: LINCOLN FAMILY WELLNESS, P.C.

Form 5500-SF

FILING_RECEIVED

LINCOLN FAMILY WELLNESS, P.C. SAFE HARBOR 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINCOLN FAMILY WELLNESS, P.C..

Plan sponsor

Name

LINCOLN FAMILY WELLNESS, P.C.

EIN

47-0790532

Address

1101 S 70TH STREET, SUITE 101 · LINCOLN, NE · 685104293

Phone

(402) 488-1400

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ANASTASIA MEDICAL GROUP LLC

ANASTASIA MEDICAL GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$6.6M · 7 participants

NISSAN PILEST, M.D., INC.

NISSAN PILEST, M.D.,INC. PROFIT SHARING PLAN

$6.6M · 10 participants

STEPHEN MILLER, M.D., P.A.

STEPHEN MILLER MD, PA 401(K) PROFIT SHARING PLAN

$6.6M · 50 participants

SEAN MCCAFFERTY, M.D., P.C.

SEAN MCCAFFERTY, M.D., P.C. DEFINED BENEFIT PLAN

$6.6M · 34 participants

OHIO EYE ASSOCIATES, INC.

OHIO EYE ASSOCIATES, INC. 401K PLAN