Lutheran Sunset Home 401(K) Profit Sharing Plan — Form 5500 plan (Lutheran Sunset Home)
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 Sunset Home 401(K) Profit Sharing Plan is a benefit plan reported by Lutheran Sunset Home under EIN 45-0277232 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $6,361,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Sunset Home
- EIN
- 45-0277232
- Plan number
- 001
- Plan type
- 2
- Location
- Grafton, ND
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $6,361,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20240927132004NAL0001279555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,361,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,361,265
- Net assets (BOY)
- $5,172,163
Income & contributions
- Employer contributions
- $185,526
- Participant contributions
- $276,671
- Total contributions
- $462,197
- Total income / additions
- $1,389,101
Expenses & distributions
- Benefits paid
- $180,657
- Administrative expenses
- $19,342
- Total expenses
- $199,999
- Net increase / (decrease)
- $1,189,102
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bell Bank | NONE | $19,343 | $0 | 2023 |