2023 Form 5500 filing — Lasell Village 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 20241011210129NAL0012933283001) for Lasell Village 403(B) Plan, reported by Lasell Village, Inc. under EIN 22-3042122 and plan number 001. It reports 206 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)$9.1MReported net assets$9,072,022
Participants206
Provider compensation$2.9K1 Schedule C row(s)$2,878
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011210129NAL0012933283001
Plan sponsor
Lasell Village, Inc.
EIN
22-3042122
Plan number
001
Location
Auburndale, MA
Received date
not reported in the loaded dataset
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$305.5K
Benefits paid / distributions$302.6K
Contributions
Employer$299.6K
Participant$471.2K
Full reported line items
Total assets (EOY)
$9,072,022
Total liabilities (EOY)
$0
Net assets (EOY)
$9,072,022
Employer contributions
$299,650
Participant contributions
$471,241
Total income / additions
$1,945,557
Benefits paid
$302,623
Administrative expenses
$2,878
Total expenses
$305,501
Net increase / (decrease)
$1,640,056

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaNONE$2,878$0

Related Form 5500 pages