2023 Form 5500 filing — Lakewood Health System 401(K) 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 20241009100741NAL0036695154001) for Lakewood Health System 401(K) Plan, reported by Lakewood Health System under EIN 41-1842965 and plan number 002. It reports 980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009100741NAL0036695154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakewood Health System
- EIN
- 41-1842965
- Plan number
- 002
- Location
- Staples, MN
- Participants
- 980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,957,462
- Total liabilities (EOY)
- $344,178
- Net assets (EOY)
- $73,613,284
- Employer contributions
- $1,934,163
- Participant contributions
- $2,918,663
- Total income / additions
- $15,751,728
- Benefits paid
- $8,872,308
- Administrative expenses
- $141,518
- Total expenses
- $9,013,826
- Net increase / (decrease)
- $6,737,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $91,487 | not reported in the loaded dataset |
| Wipfli Llp | RECORDKEEPER | $50,011 | not reported in the loaded dataset |