2023 Form 5500 filing — Lasting Change, 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 20241014171551NAL0027955649001) for Lasting Change, Inc. 403(B) Plan, reported by Lasting Change, Inc. under EIN 35-1167389 and plan number 001. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171551NAL0027955649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lasting Change, Inc.
- EIN
- 35-1167389
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,110,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,110,763
- Employer contributions
- $632,602
- Participant contributions
- $930,174
- Total income / additions
- $2,693,901
- Benefits paid
- $787,714
- Administrative expenses
- $61,555
- Total expenses
- $856,186
- Net increase / (decrease)
- $1,837,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $43,115 | not reported in the loaded dataset |
| Sym Financial Corporation | NONE | $29,003 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $3,340 | $0 |