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 Loomis Communities 403(B) Retirement Plan is a benefit plan reported by Loomis House, Inc. under EIN 04-2108366 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $6,253,042 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,253,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,253,042
- Net assets (BOY)
- $5,451,371
Income & contributions
- Employer contributions
- $138,716
- Participant contributions
- $360,319
- Total contributions
- $499,035
- Total income / additions
- $1,445,848
Expenses & distributions
- Benefits paid
- $594,225
- Administrative expenses
- $47,126
- Total expenses
- $644,177
- Net increase / (decrease)
- $801,671