Lift 403b Plan — Form 5500 plan (Lift Community Action Agency, 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, Lift 403b Plan is a benefit plan reported by Lift Community Action Agency, Inc. under EIN 73-0772321 and plan number 002. The latest loaded filing year is 2023. The filing reports 285 participants and $11,973,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lift Community Action Agency, Inc.
- EIN
- 73-0772321
- Plan number
- 002
- Plan type
- 2
- Location
- Hugo, OK
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $11,973,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20250515084009NAL0013300979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,973,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,973,743
- Net assets (BOY)
- $11,790,251
Income & contributions
- Employer contributions
- $623,659
- Participant contributions
- $384,310
- Total contributions
- $1,037,862
- Total income / additions
- $2,288,585
Expenses & distributions
- Benefits paid
- $2,037,969
- Administrative expenses
- $55,527
- Total expenses
- $2,105,093
- Net increase / (decrease)
- $183,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,137 | $0 | 2023 |
| Employee Benefits Group, LLC | THIRD PARTY ADMIN | $8,937 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVEST. MGMT | $3,404 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lift Community Action Agency, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Hugo, OK
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation