Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401k Plan — Form 5500 plan (Lutheran Charity Association Dba Jamestown Regional Med Ctr 401k Plan)
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, Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401k Plan is a benefit plan reported by Lutheran Charity Association Dba Jamestown Regional Med Ctr 401k Plan under EIN 45-0231181 and plan number 002. The latest loaded filing year is 2023. The filing reports 430 participants and $49,107,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Charity Association Dba Jamestown Regional Med Ctr 401k Plan
- EIN
- 45-0231181
- Plan number
- 002
- Plan type
- 2
- Location
- Jamestown, ND
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $49,107,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20241015150710NAL0016707491002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,107,455
- Total liabilities (EOY)
- $220,251
- Net assets (EOY)
- $48,887,204
- Net assets (BOY)
- $41,789,800
Income & contributions
- Employer contributions
- $1,719,989
- Participant contributions
- $1,919,711
- Total contributions
- $4,282,509
- Total income / additions
- $11,350,338
Expenses & distributions
- Benefits paid
- $4,115,110
- Administrative expenses
- $137,824
- Total expenses
- $4,252,934
- Net increase / (decrease)
- $7,097,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $137,824 | not reported in the loaded dataset | 2023 |