Plain-English plan 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, The Lakes Region Mental Health Center, Inc. 403(B) Plan is a benefit plan reported by The Lakes Region Mental Health Center, Inc. under EIN 02-0272138 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $9,842,063 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,842,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,842,063
- Net assets (BOY)
- $8,188,586
Income & contributions
- Employer contributions
- $189,172
- Participant contributions
- $580,927
- Total contributions
- $771,592
- Total income / additions
- $2,100,156
Expenses & distributions
- Benefits paid
- $417,234
- Administrative expenses
- $29,445
- Total expenses
- $446,679
- Net increase / (decrease)
- $1,653,477