Lcmhs Savings And Retirement Plan — Form 5500 plan (Lamoille County Mental Health Services, Inc.)

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, Lcmhs Savings And Retirement Plan is a benefit plan reported by Lamoille County Mental Health Services, Inc. under EIN 03-0219658 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $4,564,745 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lamoille County Mental Health Services, Inc.
EIN
03-0219658
Plan number
001
Plan type
2
Location
Morrisville, VT
Latest filing year
2023
Participants
262
End-of-year plan assets
$4,564,745

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241015124233NAL0028456353003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,564,745
Net assets (EOY)
$4,564,745
Net assets (BOY)
$4,263,388

Income & contributions

Employer contributions
$146,467
Participant contributions
$233,998
Total contributions
$380,465
Total income / additions
$1,026,721

Expenses & distributions

Benefits paid
$719,478
Administrative expenses
$5,461
Total expenses
$725,364
Net increase / (decrease)
$301,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Setaway LLCCONTRACT ADMIN$2,550$02023
Empower Annuity Insurance CompanyRECORDKEEPER$2,268$02023

Related Form 5500 pages