2023 Form 5500 filing — Lion Star 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 20241015172108NAL0029234401001) for Lion Star 401(K) Plan, reported by Lion Star Nacogdoches Hospital, LLC Dba Nacogdoches Memorial Hospital under EIN 87-1142127 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172108NAL0029234401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lion Star Nacogdoches Hospital, LLC Dba Nacogdoches Memorial Hospital
- EIN
- 87-1142127
- Plan number
- 001
- Location
- Nacogdoches, TX
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,922,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,922,149
- Employer contributions
- $0
- Participant contributions
- $827,589
- Total income / additions
- $1,338,705
- Benefits paid
- $154,612
- Administrative expenses
- $21,882
- Total expenses
- $180,180
- Net increase / (decrease)
- $1,158,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $12,576 | $0 |
| Rbc Capital Markets | RIA | $7,765 | not reported in the loaded dataset |