2023 Form 5500 filing — Palmer Lutheran Health Center, Inc. 403(B) 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 20241009145813NAL0018596065001) for Palmer Lutheran Health Center, Inc. 403(B) Plan, reported by Palmer Lutheran Health Center, Inc under EIN 42-1320763 and plan number 001. It reports 214 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)$17.9MReported net assets$17,888,494
Participants214
Provider compensation$36.6K1 Schedule C row(s)$36,560
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009145813NAL0018596065001
Plan sponsor
Palmer Lutheran Health Center, Inc
EIN
42-1320763
Plan number
001
Location
West Union, IA
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)$17.9M total assets
Net assets$17.9MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$640.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$17,888,494
Total liabilities (EOY)
$0
Net assets (EOY)
$17,888,494
Employer contributions
$640,686
Participant contributions
$1,169,393
Total income / additions
$3,754,255
Benefits paid
$2,430,677
Administrative expenses
$105
Total expenses
$2,430,782
Net increase / (decrease)
$1,323,473
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $36.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009145813NAL0018596065001 cover?
It is the 2023 Form 5500 filing for Palmer Lutheran Health Center, Inc. 403(B) Plan, reported by Palmer Lutheran Health Center, Inc (EIN 42-1320763).
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