Lifecenter Northwest 403(B) Retirement Plan — Form 5500 plan (Lifecenter Northwest)
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, Lifecenter Northwest 403(B) Retirement Plan is a benefit plan reported by Lifecenter Northwest under EIN 94-3253342 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $22,545,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifecenter Northwest
- EIN
- 94-3253342
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $22,545,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241004100013NAL0005603187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,545,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,545,268
- Net assets (BOY)
- $17,631,176
Income & contributions
- Employer contributions
- $1,040,443
- Participant contributions
- $1,725,556
- Total contributions
- $3,034,410
- Total income / additions
- $5,755,684
Expenses & distributions
- Benefits paid
- $789,415
- Administrative expenses
- $52,177
- Total expenses
- $841,592
- Net increase / (decrease)
- $4,914,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $27,737 | $0 | 2023 |
| Highland Capital Advisors LLC | NONE | $24,440 | not reported in the loaded dataset | 2023 |