2023 Form 5500 filing — The Loomis Communities 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007113842NAL0030731858001) for The Loomis Communities 403(B) Retirement Plan, reported by Loomis House, Inc. under EIN 04-2108366 and plan number 002. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007113842NAL0030731858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loomis House, Inc.
- EIN
- 04-2108366
- Plan number
- 002
- Location
- South Hadley, MA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,253,042
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,253,042
- Employer contributions
- $138,716
- Participant contributions
- $360,319
- Total income / additions
- $1,445,848
- Benefits paid
- $594,225
- Administrative expenses
- $47,126
- Total expenses
- $644,177
- Net increase / (decrease)
- $801,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,286 | $4,707 |
| Woodbury Financial Services, Inc | NONE | $13,838 | not reported in the loaded dataset |