Lutheran Social Services Of Colorado 401(K) Plan — Form 5500 plan (Lutheran Social Services Of Colorado)
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 Social Services Of Colorado 401(K) Plan is a benefit plan reported by Lutheran Social Services Of Colorado under EIN 84-0775550 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $5,470,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Social Services Of Colorado
- EIN
- 84-0775550
- Plan number
- 002
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $5,470,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20250226112604NAL0001610992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,470,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,470,322
- Net assets (BOY)
- $5,008,901
Income & contributions
- Participant contributions
- $519,019
- Total contributions
- $524,086
- Total income / additions
- $1,209,701
Expenses & distributions
- Benefits paid
- $681,754
- Administrative expenses
- $66,526
- Total expenses
- $748,280
- Net increase / (decrease)
- $461,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Ins Co | RECORDKEEPER | $23,495 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $18,153 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $5,433 | $16 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $1,049 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Social Services Of Colorado
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Transamerica Life Ins Co — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation