2023 Form 5500 filing — Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust
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 20250710152334NAL0004149331001) for Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust, reported by Life Management Center Of Northwest Florida, Inc. under EIN 59-1375195 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710152334NAL0004149331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Life Management Center Of Northwest Florida, Inc.
- EIN
- 59-1375195
- Plan number
- 001
- Location
- Panama City, FL
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,298,683
- Total liabilities (EOY)
- $68,474
- Net assets (EOY)
- $4,230,209
- Employer contributions
- $167,376
- Total income / additions
- $369,683
- Benefits paid
- $261,690
- Administrative expenses
- $12,200
- Total expenses
- $273,890
- Net increase / (decrease)
- $95,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial | NONE | $12,200 | $0 |