Life Management Center Of Northwest Florida, Inc. 403(B) Plan — Form 5500 plan (Life Management Center Of Northwest Florida, 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, Life Management Center Of Northwest Florida, Inc. 403(B) Plan is a benefit plan reported by Life Management Center Of Northwest Florida, Inc. under EIN 59-1375195 and plan number 002. The latest loaded filing year is 2023. The filing reports 283 participants and $3,908,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Life Management Center Of Northwest Florida, Inc.
EIN
59-1375195
Plan number
002
Plan type
2
Location
Panama City, FL
Latest filing year
2023
Participants
283
End-of-year plan assets
$3,908,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023283H, C20250710154135NAL0005675521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,908,991
Total liabilities (EOY)
$61,280
Net assets (EOY)
$3,847,711
Net assets (BOY)
$3,421,066

Income & contributions

Employer contributions
$92,012
Participant contributions
$170,875
Total contributions
$299,130
Total income / additions
$507,169

Expenses & distributions

Benefits paid
$70,798
Administrative expenses
$9,726
Total expenses
$80,524
Net increase / (decrease)
$426,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$9,726$02023

Related Form 5500 pages