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, Lexington Health Inc. 403(B) Retirement Plan is a benefit plan reported by Lexington Health Inc. under EIN 85-2276567 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,924 participants and $56,883,437 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,883,437
- Net assets (EOY)
- $56,883,437
- Net assets (BOY)
- $28,047,772
Income & contributions
- Employer contributions
- $10,506,084
- Participant contributions
- $13,199,050
- Total contributions
- $28,733,429
- Total income / additions
- $35,680,299
Expenses & distributions
- Benefits paid
- $6,380,805
- Administrative expenses
- $285,784
- Total expenses
- $6,844,634
- Net increase / (decrease)
- $28,835,665