Original filing (PDF)20250415081447NAL0006020498001

THE LINCOLN ACADEMY

Name: THE LINCOLN ACADEMY — THE LINCOLN ACADEMY RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: THE LINCOLN ACADEMY

Form 5500-SF

FILING_RECEIVED

THE LINCOLN ACADEMY RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 THE LINCOLN ACADEMY.

Plan sponsor

Name

THE LINCOLN ACADEMY

EIN

84-3568463

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(608) 312-2056

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

AKIBA YAVNEH ACADEMY

AKIBA YAVNEH ACADEMY 403(B) PLAN

$1.6M · 151 participants

ESCUELA DE GUADALUPE

ESCUELA DE GUADALUPE DEFINED CONTRIBUTION RETIREME

$1.6M · 42 participants

UNIVERSITY UROLOGY, INC.

UNIVERSITY UROLOGY, INC. PROFIT SHARING PLAN

$1.6M · 1 participants

ST. FRANCIS AREA DEVELOPMENTAL CENTER

ST. FRANCIS AREA DEVELOPMENTAL CENTER EMPLOYEE RETIREMENT PLAN

$1.6M · 140 participants

SHAKER ROAD CHILD CARE CENTER

SHAKER ROAD CHILD CARE CENTER, 401(K) PROFIT SHARING PLAN