Plan5500

The Lighthouse Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Lighthouse Inc. (EIN 38-2694908) is a plan sponsor located in Caro, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-2694908
Location
Caro, MI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Lighthouse Inc.

  • 3 loaded plans hold $16.9M in reported assets.
  • The largest, The Lighthouse, Inc. Employee Stock Ownership Plan, holds 54% of this company's reported plan assets.
  • Plans cover 935 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,395,236
Total reported assets$16.9M$16,942,736
Total reported participants935
Total reported liabilities$2.5M$2,547,500

Reported net position

Reported assets = net assets + liabilities (summed)$16.9M total assets
Net assets$14.4MLiabilities$2.5M
Contributions & income
Employer contributions$784K
Participant contributions$512.6K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$704K
Total expenses$770.6K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%The Lighthouse, Inc. Employee Stock Ownership Plan
Participants per plan312Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Lighthouse, Inc. Employee Stock Ownership Plan$9.1M
    Plan #002 · 393 participants · 2023
  2. 2
    The Lighthouse Inc. 401k Retirement Plan$7.9M
    Plan #001 · 324 participants · 2023
  3. 3
    The Lighthouse Inc. Self-Insured Benefits Plannot reported in the loaded dataset
    Plan #503 · 218 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Lighthouse Inc.. Open one for its full reported snapshot.

  1. 2023
    The Lighthouse Inc. Self-Insured Benefits Plan218 participants · 2No schedules
    View filing →
  2. 2023
    The Lighthouse Inc. 401k Retirement Plan324 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Lighthouse, Inc. Employee Stock Ownership Plan393 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Lighthouse Inc. report on Form 5500?
The Lighthouse Inc. (EIN 38-2694908) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Lighthouse Inc.?
The Employer Identification Number (EIN) reported for The Lighthouse Inc. is 38-2694908.
What is the latest Form 5500 filing year for The Lighthouse Inc.?
The latest loaded Form 5500 filing year for The Lighthouse Inc. is 2023.

Related Form 5500 pages