2023 Form 5500 filing — Greater Lawrence Family Health Center 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 20241011112131NAL0044105362001) for Greater Lawrence Family Health Center 403(B) Plan, reported by Greater Lawrence Family Health Center, Inc. under EIN 04-2708824 and plan number 002. It reports 996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112131NAL0044105362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Lawrence Family Health Center, Inc.
- EIN
- 04-2708824
- Plan number
- 002
- Location
- Methuen, MA
- Participants
- 996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,037,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,037,731
- Employer contributions
- $586,615
- Participant contributions
- $3,462,243
- Total income / additions
- $10,906,042
- Benefits paid
- $3,363,285
- Administrative expenses
- $137,382
- Total expenses
- $3,500,667
- Net increase / (decrease)
- $7,405,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $98,872 | $0 |
| Mml Investors Services, LLC | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Aafcpa | AUDITOR | $8,510 | not reported in the loaded dataset |