Lincoln Investment Planning, LLC

Massachusetts
Registered In
09/11/2015
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

Lincoln Investment Planning, LLC in Fort Washington, PA lists Lincoln Investment Capital Holdings, Llc of Fort Washington, PA and Diane Mccarthy

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
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Business Filings Incorporated Registered Agent
155 FEDERAL ST STE 700, BOSTON, MA 02110
Lincoln Investment Capital Holdings, Llc REAL PROPERTY
601 OFFICER CENTER DR STE 300, FORT WASHINGTON, PA 19034
Diane Mccarthy Manager
Edward Forst Manager
601 OFFICE CENTER DR STE 360, FORT WASHINGTON, PA 19034 View Map

Financial Information for Lincoln Investment Planning, LLC

Form 5500

LINCOLN INVESTMENT PLANNING, LLC

P.O. Box 7654, Fort Washington, Pa 19034 (215) 887-8111 EIN:23-1702591 Plan Admin:Steven Flax
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLINCOLN INVESTMENT OMNIBUS PLAN Plan #510 Participants BOY/EOY466 / 0 Assets BOY/EOY$0 / $0 2023 LINCOLN INVESTMENT OMNIBUS PLAN - Plan #510 466 / 0 $0 / $0
2022 Plan NameLINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN Plan #002 Participants BOY/EOY604 / 612 Assets BOY/EOY$97,145,640 / $84,992,279 2022 LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN - Plan #002 604 / 612 $97,145,640 / $84,992,279
2022 Plan NameLINCOLN INVESTMENT OMNIBUS PLAN Plan #510 Participants BOY/EOY457 / 0 Assets BOY/EOY$0 / $0 2022 LINCOLN INVESTMENT OMNIBUS PLAN - Plan #510 457 / 0 $0 / $0
2021 Plan NameLINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN Plan #002 Participants BOY/EOY540 / 545 Assets BOY/EOY$84,728,404 / $97,145,640 2021 LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN - Plan #002 540 / 545 $84,728,404 / $97,145,640
2021 Plan NameLINCOLN INVESTMENT OMNIBUS PLAN Plan #510 Participants BOY/EOY430 / 0 Assets BOY/EOY$0 / $0 2021 LINCOLN INVESTMENT OMNIBUS PLAN - Plan #510 430 / 0 $0 / $0
2020 Plan NameLINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN Plan #002 Participants BOY/EOY498 / 486 Assets BOY/EOY$71,430,992 / $84,728,404 2020 LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN - Plan #002 498 / 486 $71,430,992 / $84,728,404
2020 Plan NameLINCOLN INVESTMENT OMNIBUS PLAN Plan #510 Participants BOY/EOY395 / 0 Assets BOY/EOY$0 / $0 2020 LINCOLN INVESTMENT OMNIBUS PLAN - Plan #510 395 / 0 $0 / $0
2019 Plan NameLINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN Plan #002 Participants BOY/EOY517 / 496 Assets BOY/EOY$59,143,104 / $71,430,992 2019 LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN - Plan #002 517 / 496 $59,143,104 / $71,430,992
2019 Plan NameLINCOLN INVESTMENT OMNIBUS PLAN Plan #510 Participants BOY/EOY414 / 0 Assets BOY/EOY$0 / $0 2019 LINCOLN INVESTMENT OMNIBUS PLAN - Plan #510 414 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Person/Address Match:Lincoln Investment Capital Holdings Llc -
Fort Washington, PA Tallahassee, FL View Report
Lincoln Investment Planning, LLC Registered in Connecticut
Fort Washington, PA Hartford, CT View Report
Lincoln Investment Planning, LLC Registered in Florida
Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Vermont
Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in New Mexico
Fort Washington, PA Wyncote, PA View Report
Lincoln Investment Planning, LLC Registered in North Carolina
Fort Washington, PA Raleigh, NC View Report
Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Mississippi
Flowood, MS Fort Washington, PA View Report
Address Match:601 Office Center Dr Fort Washington, PA
Lincoln Investment Planning, LLC Registered in Tennessee
Fort Washington, PA Knoxville, TN View Report
Lincoln Investment Planning, LLC Registered in North Dakota
Bismarck, ND Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Wyoming
Cheyenne, WY Fort Washington, PA View Report
Sw School Sub LLC Registered in Pennsylvania
Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Minnesota
Fort Washington, PA Paul, MN View Report
Fort Washington, PA Jefferson City, MO View Report
The Legand Group, LLC Registered in New Mexico
Fort Washington, NM Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Alabama
Fort Washington, PA Montgomery, AL View Report
Fort Washington, PA View Report
Legend Advisory, LLC Registered in Florida
Fort Washington, PA View Report
Advisory Services, LLC Registered in Tennessee
Fort Washington, PA Nashville, TN View Report
The Legend Group, LLC Registered in Tennessee
Fort Washington, PA Nashville, TN View Report
Lingren, LLC Registered in Pennsylvania
Wyncote, PA Fort Washington, PA View Report
Lingren, LLC Registered in Washington
Fort Washington, PA View Report
The Legend Group, LLC Registered in Colorado
Fort Washington, PA View Report
Related Business Names:
Lincoln Investment Planning, LLC Registered in New York
Albany, NY View Report
Lincoln Investment Planning, LLC Registered in Michigan
Plymouth, MI View Report
Des Moines, IA View Report
Lincoln Investment Planning, LLC Registered in Missouri
Clayton, MO Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Washington
Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Pennsylvania
Fort Washington, PA Washington, PA (1 more) View Report
Lincoln Investment Planning, LLC Registered in Virginia
Fort Washington, PA Glen Allen, VA View Report
Lincoln Investment Planning, LLC Registered in Nevada
Fort Washington, PA Fort Washginton, PA View Report
Fort Washington, PA Midvale, UT View Report
Lincoln Investment Planning, LLC Registered in Georgia
Fort Washington, PA Lawrenceville, GA View Report
Lincoln Investment Planning, LLC Registered in Colorado
Centennial, CO Fort Washington, PA View Report
Lincoln Investment Planning, LLC Registered in Idaho
Wyncote, PA View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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