2023 Form 5500 filing — Lowell Community Health Center 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 20250328103356NAL0000575683001) for Lowell Community Health Center 403(B) Plan, reported by Lowell Community Health Center, Inc. under EIN 04-2881348 and plan number 002. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328103356NAL0000575683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lowell Community Health Center, Inc.
- EIN
- 04-2881348
- Plan number
- 002
- Location
- Lowell, MA
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,743,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,743,511
- Employer contributions
- $0
- Participant contributions
- $1,238,018
- Total income / additions
- $2,859,278
- Benefits paid
- $410,406
- Administrative expenses
- $3,762
- Total expenses
- $430,675
- Net increase / (decrease)
- $2,428,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,041 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $538 | $0 |