Living Alternatives For The Developmentally Disabled, Inc. Retirement Savings Plan — Form 5500 plan (Living Alternatives For The Developmentally Disabled, 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, Living Alternatives For The Developmentally Disabled, Inc. Retirement Savings Plan is a benefit plan reported by Living Alternatives For The Developmentally Disabled, Inc. under EIN 38-2213535 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $3,934,192 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Living Alternatives For The Developmentally Disabled, Inc.
EIN
38-2213535
Plan number
001
Plan type
2
Location
Dowagiac, MI
Latest filing year
2023
Participants
499
End-of-year plan assets
$3,934,192

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20240731124648NAL0022232737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,934,192
Total liabilities (EOY)
$0
Net assets (EOY)
$3,934,192
Net assets (BOY)
$3,105,243

Income & contributions

Employer contributions
$130,000
Participant contributions
$285,156
Total contributions
$415,691
Total income / additions
$921,891

Expenses & distributions

Benefits paid
$56,680
Administrative expenses
$36,262
Total expenses
$92,942
Net increase / (decrease)
$828,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$23,205$02023
Cambridge Investment Research Inc.INVESTMENT ADVISOR$13,057not reported in the loaded dataset2023

Related Form 5500 pages