2023 Form 5500 filing — Lewis County Primary Care 403(B) 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 20240812092715NAL0020474690001) for Lewis County Primary Care 403(B) Plan, reported by Lewis County Primary Care Center, Inc. under EIN 61-1033691 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812092715NAL0020474690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis County Primary Care Center, Inc.
- EIN
- 61-1033691
- Plan number
- 001
- Location
- Vanceburg, KY
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,417,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,417,674
- Employer contributions
- $697,175
- Participant contributions
- $1,592,475
- Total income / additions
- $4,750,115
- Benefits paid
- $872,868
- Administrative expenses
- $72,190
- Total expenses
- $945,058
- Net increase / (decrease)
- $3,805,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | FINANCIAL ADVISOR | $55,381 | $0 |
| Cgrps | RECORDKEEPER | $13,384 | $0 |
| Creative Retirement Systems, Inc. | TPA | $3,425 | $0 |