2023 Form 5500 filing — Wellspring Child & Family Service 403(B) Retirement 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 20240730100546NAL0019850737001) for Wellspring Child & Family Service 403(B) Retirement Plan, reported by Lutheran Child & Family Service Of Michigan under EIN 38-1359524 and plan number 003. It reports 352 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)$1.5MReported net assets$1,528,079
Participants352
Provider compensation$27.1K3 Schedule C row(s)$27,084
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730100546NAL0019850737001
- Plan sponsor
- Lutheran Child & Family Service Of Michigan
- EIN
- 38-1359524
- Plan number
- 003
- Location
- Saginaw, MI
- 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)$1.5M total assets
Net assets$1.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,528,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,528,079
- Employer contributions
- $42,664
- Participant contributions
- $212,359
- Total income / additions
- $470,091
- Benefits paid
- $142,313
- Administrative expenses
- $20,303
- Total expenses
- $162,616
- Net increase / (decrease)
- $307,475
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,372 | $0 |
| Mmlis | BROKER/ADVISOR | $0 | $5,724 |
| The Michigan Pension Group, Inc. | CONTRACT ADMINISTRATOR | $3,932 | $1,056 |