2023 Form 5500 filing — Living Alternatives For The Developmentally Disabled, Inc. 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 20240731124648NAL0022232737001) for Living Alternatives For The Developmentally Disabled, Inc. Retirement Savings Plan, reported by Living Alternatives For The Developmentally Disabled, Inc. under EIN 38-2213535 and plan number 001. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731124648NAL0022232737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Living Alternatives For The Developmentally Disabled, Inc.
- EIN
- 38-2213535
- Plan number
- 001
- Location
- Dowagiac, MI
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,934,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,934,192
- Employer contributions
- $130,000
- Participant contributions
- $285,156
- Total income / additions
- $921,891
- Benefits paid
- $56,680
- Administrative expenses
- $36,262
- Total expenses
- $92,942
- Net increase / (decrease)
- $828,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,205 | $0 |
| Cambridge Investment Research Inc. | INVESTMENT ADVISOR | $13,057 | not reported in the loaded dataset |