Lasting Change, Inc. 403(B) Plan — Form 5500 plan (Lasting Change, 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, Lasting Change, Inc. 403(B) Plan is a benefit plan reported by Lasting Change, Inc. under EIN 35-1167389 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $7,110,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lasting Change, Inc.
EIN
35-1167389
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
642
End-of-year plan assets
$7,110,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023642H, C20241014171551NAL0027955649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,110,763
Total liabilities (EOY)
$0
Net assets (EOY)
$7,110,763
Net assets (BOY)
$5,273,048

Income & contributions

Employer contributions
$632,602
Participant contributions
$930,174
Total contributions
$1,687,427
Total income / additions
$2,693,901

Expenses & distributions

Benefits paid
$787,714
Administrative expenses
$61,555
Total expenses
$856,186
Net increase / (decrease)
$1,837,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$43,115not reported in the loaded dataset2023
Sym Financial CorporationNONE$29,003not reported in the loaded dataset2023
Charles Schwab BankNONE$3,340$02023

Related Form 5500 pages