2023 Form 5500 filing — Legal Aid Of Western Michigan Savings And 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 20241007123006NAL0008863731001) for Legal Aid Of Western Michigan Savings And Retirement Plan, reported by Legal Aid Of Western Michigan under EIN 38-2156874 and plan number 003. It reports 118 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.8MReported net assets$7,772,348
Participants118
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007123006NAL0008863731001
Plan sponsor
Legal Aid Of Western Michigan
EIN
38-2156874
Plan number
003
Location
Grand Rapids, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$152.2K
Benefits paid / distributions$143.8K
Contributions
Employer$177.6K
Participant$251.3K
Full reported line items
Total assets (EOY)
$7,772,348
Net assets (EOY)
$7,772,348
Employer contributions
$177,646
Participant contributions
$251,260
Total income / additions
$1,680,979
Benefits paid
$143,765
Administrative expenses
$8,464
Total expenses
$152,229
Net increase / (decrease)
$1,528,750

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007123006NAL0008863731001 cover?
It is the 2023 Form 5500 filing for Legal Aid Of Western Michigan Savings And Retirement Plan, reported by Legal Aid Of Western Michigan (EIN 38-2156874).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages