2023 Form 5500 filing — Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust

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 20241007124833NAL0007580323001) for Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust, reported by Lake County Tribal Health Cons under EIN 94-2847137 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,667,289
Participants269
Provider compensation$40.1K2 Schedule C row(s)$40,132
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007124833NAL0007580323001
Plan sponsor
Lake County Tribal Health Cons
EIN
94-2847137
Plan number
002
Location
Lakeport, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$984K
Benefits paid / distributions$932.6K
Contributions
Employer$379.7K
Participant$1.6M
Full reported line items
Total assets (EOY)
$7,667,289
Total liabilities (EOY)
$0
Net assets (EOY)
$7,667,289
Employer contributions
$379,671
Participant contributions
$1,553,418
Total income / additions
$3,465,880
Benefits paid
$932,587
Administrative expenses
$42,337
Total expenses
$984,028
Net increase / (decrease)
$2,481,852
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $25.7K
  2. 2
    RECORDKEEPER · Direct $14.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007124833NAL0007580323001 cover?
It is the 2023 Form 5500 filing for Lake County Tribal Health Cons 401(K) Profit Sharing Plan & Trust, reported by Lake County Tribal Health Cons (EIN 94-2847137).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages