2023 Form 5500 filing — Lcmhs Savings And 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 20241015124233NAL0028456353003) for Lcmhs Savings And Retirement Plan, reported by Lamoille County Mental Health Services, Inc. under EIN 03-0219658 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124233NAL0028456353003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lamoille County Mental Health Services, Inc.
- EIN
- 03-0219658
- Plan number
- 001
- Location
- Morrisville, VT
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,564,745
- Net assets (EOY)
- $4,564,745
- Employer contributions
- $146,467
- Participant contributions
- $233,998
- Total income / additions
- $1,026,721
- Benefits paid
- $719,478
- Administrative expenses
- $5,461
- Total expenses
- $725,364
- Net increase / (decrease)
- $301,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Setaway LLC | CONTRACT ADMIN | $2,550 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,268 | $0 |