2023 Form 5500 filing — Laurel Heights Employees 401k Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726084957NAL0010044835001) for Laurel Heights Employees 401k Retirement Savings Plan, reported by Laurel Housing, Inc. under EIN 61-6042733 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,200,178
Participants213
Provider compensation$6751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726084957NAL0010044835001
Plan sponsor
Laurel Housing, Inc.
EIN
61-6042733
Plan number
002
Location
London, KY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$5.9K
Money in vs. money out
Total income / additions$641.9K
Total expenses$387.3K
Benefits paid / distributions$386K
Contributions
EmployerNot reported
Participant$190.3K
Full reported line items
Total assets (EOY)
$3,206,041
Total liabilities (EOY)
$5,863
Net assets (EOY)
$3,200,178
Participant contributions
$190,317
Total income / additions
$641,893
Benefits paid
$385,994
Administrative expenses
$1,275
Total expenses
$387,269
Net increase / (decrease)
$254,624

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyRECORDKEEPER$675$0

Related Form 5500 pages