2023 Form 5500 filing — The Lakes Community Health Center, Inc. 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 20240823081625NAL0006191201001) for The Lakes Community Health Center, Inc. 403(B) Plan, reported by The Lakes Community Health Center, Inc. under EIN 35-2297925 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823081625NAL0006191201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lakes Community Health Center, Inc.
- EIN
- 35-2297925
- Plan number
- 001
- Location
- Iron River, WI
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,985,631
- Total liabilities (EOY)
- $440
- Net assets (EOY)
- $19,985,191
- Employer contributions
- $929,003
- Participant contributions
- $2,208,380
- Total income / additions
- $6,608,559
- Benefits paid
- $2,796,353
- Administrative expenses
- $151,732
- Total expenses
- $2,948,085
- Net increase / (decrease)
- $3,660,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | BROKER/DEALER | $0 | $40,290 |
| Tax Sheltered Compensation, Inc. | THIRD PARTY ADMINISTRATO | $0 | $8,813 |