2023 Form 5500 filing — Livingston Memorial Visiting Nurse Association Retirement Savings 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 20241015122718NAL0029625329001) for Livingston Memorial Visiting Nurse Association Retirement Savings Plan, reported by Livingston Memorial Visiting Nurse Association under EIN 95-1693538 and plan number 001. It reports 280 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)$9.5MReported net assets$9,469,801
Participants280
Provider compensation$1.1K1 Schedule C row(s)$1,083
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015122718NAL0029625329001
Plan sponsor
Livingston Memorial Visiting Nurse Association
EIN
95-1693538
Plan number
001
Location
Ventura, CA
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)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$643.6K
Benefits paid / distributions$643.5K
Contributions
EmployerNot reported
Participant$529.5K
Full reported line items
Total assets (EOY)
$9,469,801
Total liabilities (EOY)
$0
Net assets (EOY)
$9,469,801
Participant contributions
$529,550
Total income / additions
$1,491,797
Benefits paid
$643,512
Administrative expenses
$100
Total expenses
$643,612
Net increase / (decrease)
$848,185
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122718NAL0029625329001 cover?
It is the 2023 Form 5500 filing for Livingston Memorial Visiting Nurse Association Retirement Savings Plan, reported by Livingston Memorial Visiting Nurse Association (EIN 95-1693538).
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