2023 Form 5500 filing — 403(B) Thrift Plan Of Laurel View Village
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 20240924121448NAL0012954353001) for 403(B) Thrift Plan Of Laurel View Village, reported by Laurel View Village under EIN 23-2299089 and plan number 002. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924121448NAL0012954353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Laurel View Village
- EIN
- 23-2299089
- Plan number
- 002
- Location
- Davidsville, PA
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,839,765
- Net assets (EOY)
- $4,839,765
- Employer contributions
- $143,157
- Participant contributions
- $410,015
- Total income / additions
- $1,270,162
- Benefits paid
- $624,282
- Administrative expenses
- $13,094
- Total expenses
- $637,376
- Net increase / (decrease)
- $632,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower | RECORDKEEPER | $13,992 | $0 |
| Highland Financial Ltd | INVESTMENT ADVISOR | $10,142 | $0 |
| Retirement Plan Solutions | TPA | $1,416 | $0 |
| Lpl Financial | BROKER/ADVISE R | $0 | $744 |
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $0 | $0 |