2023 Form 5500 filing — Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401k 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 20241015150710NAL0016707491002) for Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401k Plan, reported by Lutheran Charity Association Dba Jamestown Regional Med Ctr 401k Plan under EIN 45-0231181 and plan number 002. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150710NAL0016707491002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Charity Association Dba Jamestown Regional Med Ctr 401k Plan
- EIN
- 45-0231181
- Plan number
- 002
- Location
- Jamestown, ND
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,107,455
- Total liabilities (EOY)
- $220,251
- Net assets (EOY)
- $48,887,204
- Employer contributions
- $1,719,989
- Participant contributions
- $1,919,711
- Total income / additions
- $11,350,338
- Benefits paid
- $4,115,110
- Administrative expenses
- $137,824
- Total expenses
- $4,252,934
- Net increase / (decrease)
- $7,097,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $137,824 | not reported in the loaded dataset |