2023 Form 5500 filing — Laurel Lake Retirement Community, Inc. Section 403(B) Retirement 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 20241015084940NAL0047088384001) for Laurel Lake Retirement Community, Inc. Section 403(B) Retirement Plan, reported by Laurel Lake Retirement Community, Inc. under EIN 34-1481142 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084940NAL0047088384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Laurel Lake Retirement Community, Inc.
- EIN
- 34-1481142
- Plan number
- 001
- Location
- Hudson, OH
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,662,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,662,552
- Employer contributions
- $131,482
- Participant contributions
- $240,452
- Total income / additions
- $1,031,254
- Benefits paid
- $465,831
- Administrative expenses
- $51,648
- Total expenses
- $517,479
- Net increase / (decrease)
- $513,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $38,000 | $0 |
| Nfp Retirement, Inco | NONE | $11,374 | not reported in the loaded dataset |
| Trinity Pension Consultants | NONE | $2,274 | $2,049 |