2023 Form 5500 filing — Bartels Lutheran Home Retirement Community 401(K) 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 20241014134353NAL0026304705001) for Bartels Lutheran Home Retirement Community 401(K) Plan, reported by Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm under EIN 42-0752685 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134353NAL0026304705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm
- EIN
- 42-0752685
- Plan number
- 002
- Location
- Waverly, IA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,577,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,577,641
- Employer contributions
- $128,809
- Participant contributions
- $231,826
- Total income / additions
- $1,045,401
- Benefits paid
- $802,560
- Administrative expenses
- $21,622
- Total expenses
- $824,182
- Net increase / (decrease)
- $221,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $21,622 | $0 |