2023 Form 5500 filing — Lutheran Social Services Of Colorado 401(K) 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 20250226112604NAL0001610992001) for Lutheran Social Services Of Colorado 401(K) Plan, reported by Lutheran Social Services Of Colorado under EIN 84-0775550 and plan number 002. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226112604NAL0001610992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Social Services Of Colorado
- EIN
- 84-0775550
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,470,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,470,322
- Participant contributions
- $519,019
- Total income / additions
- $1,209,701
- Benefits paid
- $681,754
- Administrative expenses
- $66,526
- Total expenses
- $748,280
- Net increase / (decrease)
- $461,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Ins Co | RECORDKEEPER | $23,495 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $18,153 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $5,433 | $16 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $1,049 | not reported in the loaded dataset |