Bartels Lutheran Home Retirement Community 401(K) Plan — Form 5500 plan (Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm)
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, Bartels Lutheran Home Retirement Community 401(K) Plan is a benefit plan reported by Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm under EIN 42-0752685 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $4,577,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm
- EIN
- 42-0752685
- Plan number
- 002
- Plan type
- 2
- Location
- Waverly, IA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $4,577,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241014134353NAL0026304705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,577,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,577,641
- Net assets (BOY)
- $4,356,422
Income & contributions
- Employer contributions
- $128,809
- Participant contributions
- $231,826
- Total contributions
- $477,938
- Total income / additions
- $1,045,401
Expenses & distributions
- Benefits paid
- $802,560
- Administrative expenses
- $21,622
- Total expenses
- $824,182
- Net increase / (decrease)
- $221,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | NONE | $21,622 | $0 | 2023 |