2023 Form 5500 filing — Lexington Health Inc. 403(B) Retirement 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 20241015100048NAL0014361635008) for Lexington Health Inc. 403(B) Retirement Plan, reported by Lexington Health Inc. under EIN 85-2276567 and plan number 001. It reports 3,924 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100048NAL0014361635008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lexington Health Inc.
- EIN
- 85-2276567
- Plan number
- 001
- Location
- West Columbia, SC
- Participants
- 3,924
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,883,437
- Net assets (EOY)
- $56,883,437
- Employer contributions
- $10,506,084
- Participant contributions
- $13,199,050
- Total income / additions
- $35,680,299
- Benefits paid
- $6,380,805
- Administrative expenses
- $285,784
- Total expenses
- $6,844,634
- Net increase / (decrease)
- $28,835,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $285,784 | not reported in the loaded dataset |