Laurel Lake Retirement Community, Inc. Section 403(B) Retirement Plan — Form 5500 plan (Laurel Lake Retirement Community, 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, Laurel Lake Retirement Community, Inc. Section 403(B) Retirement Plan is a benefit plan reported by Laurel Lake Retirement Community, Inc. under EIN 34-1481142 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $4,662,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laurel Lake Retirement Community, Inc.
- EIN
- 34-1481142
- Plan number
- 001
- Plan type
- 2
- Location
- Hudson, OH
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $4,662,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241015084940NAL0047088384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,662,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,662,552
- Net assets (BOY)
- $4,148,777
Income & contributions
- Employer contributions
- $131,482
- Participant contributions
- $240,452
- Total contributions
- $371,934
- Total income / additions
- $1,031,254
Expenses & distributions
- Benefits paid
- $465,831
- Administrative expenses
- $51,648
- Total expenses
- $517,479
- Net increase / (decrease)
- $513,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $38,000 | $0 | 2023 |
| Nfp Retirement, Inco | NONE | $11,374 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants | NONE | $2,274 | $2,049 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laurel Lake Retirement Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Hudson, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement, Inco — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation