Lincoln Investment Planning, LLC

Fort Washington, PA

North Carolina

Registered In

08/17/2015

Incorp. Date

Foreign

Registration Type

Pennsylvania

Foreign Jurisdiction

Company Summary

Lincoln Investment Planning, LLC in Fort Washington, PA lists Lincoln Investment Capital Holdings, Llc and Edward Forst of Fort Washington, PA

Overview

Registered In

North Carolina

Incorporation Date

08/17/2015

Company Type

Limited Liability Company

Status

Current-Active

Registration Type

Foreign

Foreign Jurisdiction

Pennsylvania

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People

Business Filings Incorporated Registered Agent	160 MINE LAKE CT STE 200, RALEIGH, NC 27615
Lincoln Investment Capital Holdings, Llc Member	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Edward Forst CEO	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Kathy Leckey COO	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Steven Flax Senior Vice President	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Shashi Mehrotra Senior Vice President	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Stephen Mayhew Senior Vice President	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Susan Oberlies Senior Vice President	601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034
Anthony Bueti Vice President	601 OFFICE CENTER DR STE 30, FORT WASHINGTON, PA 19034
Edward Forst Manager	601 OFFICE CENTER DR STE 300, FORT WASHINGOTN, PA 19034

Showing 10 of 24 associates. Create a free account to view the complete list and historical changes.

Map & Locations

601 OFFICE CENTER DR STE 300, FORT WASHINGTON, PA 19034 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financials

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.

Linked Companies

Person/Address Match:Lincoln Investment Capital Holdings Llc -

Lincoln Gabor Financial Solutions LLC Registered in Florida	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 Massachusetts	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 Software Group, LLC Registered in Florida	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 Ste 300 Fort Washington, PA

Lincoln Investment Planning, LLC Registered in Ohio	Columbus, OH Fort Washington, PA	View Report
Lincoln Investment Capital Management, LLC Registered in California	Fort Washington, PA Madison, WI (1 more)	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
Lincoln Investment Planning, LLC Registered in Tennessee	Fort Washington, PA Knoxville, TN	View Report
Lincoln Investment Planning, LLC Registered in California	Fort Washington, PA Washington, PA	View Report
Lincoln Investment Planning, LLC Registered in Utah	Fort Washington, PA Midvale, UT	View Report
Lincoln Investment Planning, LLC Registered in Minnesota	Fort Washington, PA Paul, MN	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
Lincoln Investment Capital Holdings, LLC Registered in Mississippi	Flowood, MS Fort Washington, PA	View Report
Lincoln Investment Group Holdings, Inc. Registered in Missouri	Fort Washington, PA	View Report
Lincoln Investment Planning, LLC Registered in Texas	Fort Washington, PA	View Report
Advisory Services Corporation Registered in Oregon	El Segundo, CA Fort Washington, PA (1 more)	View Report
Lincoln Investment Software Group, LLC Registered in Virginia	Fort Washington, PA Glen Allen, VA	View Report
Lingren, LLC Registered in Pennsylvania	Wyncote, PA Fort Washington, PA	View Report
Advisory Services, LLC Registered in Texas	Fort Washington, PA Radnor, PA	View Report
The Legend Group, LLC Registered in Texas	Austin, TX 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
Lincoln Investment Planning, LLC Registered in Iowa	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
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

Address Match:601 Office Center Dr Fort Washington, PA

Sw School Sub LLC Registered in Pennsylvania	Fort Washington, PA	View Report
Lincoln Investment Software Group, LLC Registered in Missouri	Fort Washington, PA Jefferson City, MO	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 Washington	Fort Washington, PA	View Report
The Legend Group, LLC Registered in Colorado	Fort Washington, PA	View Report

Person/City Match:Edward Forst - Fort Washington, PA

Advisory Services Corporation Registered in New York	Albany, NY	View Report
Advisory Services, LLC Registered in Nevada	Carson City, NV	View Report
Lincoln Investment Capital Holdings, LLC Registered in California	Fort Washington, PA Washington, PA	View Report
Lec Insurance Agency, Inc. Registered in Texas	Dallas, TX Fort Washington, PA	View Report
Lincoln Investment Capital Holdings, LLC Registered in North Carolina	Fort Wahington, PA Raleigh, NC (1 more)	View Report
Lincoln Investment Group Holdings, Inc. Registered in California	Fort Washington, PA Washington, PA	View Report
Lincoln Investment Planning Insurance Agency, Inc. Registered in Massachusetts	Waltham, MA	View Report
Advisory Services, LLC Registered in California	Fort Washington, PA (1 more)	View Report
Lec Insurance Agency, LLC Registered in Texas	Palm Beach Gardens, FL	View Report

View More in Fort Washington, PA

Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor