2023 Form 5500 filing — Grand Lake Mental Health Center Money Purchase 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 20241219110154NAL0003112403001) for Grand Lake Mental Health Center Money Purchase Plan, reported by Grand Lake Mental Health Center under EIN 73-1039733 and plan number 001. It reports 1,229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219110154NAL0003112403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grand Lake Mental Health Center
- EIN
- 73-1039733
- Plan number
- 001
- Location
- Nowata, OK
- Participants
- 1,229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,886,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,886,742
- Employer contributions
- $4,990,934
- Total income / additions
- $7,787,148
- Benefits paid
- $1,048,509
- Administrative expenses
- $53,098
- Total expenses
- $1,101,607
- Net increase / (decrease)
- $6,685,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co. | CONTRACT ADMINISTRATOR | $53,098 | $0 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $52,514 |
| Cambridge Investment Research, Inc. | OTHER SERVICES | $0 | $11,541 |
| Employee Benefits Group, LLC | OTHER SERVICES | $0 | $6,109 |