2023 Form 5500 filing — David Lawrence Mental Health Center, Inc. 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 20250429153019NAL0000440819001) for David Lawrence Mental Health Center, Inc. 401(K) Plan, reported by David Lawrence Mental Health Center, Inc. under EIN 59-2206025 and plan number 002. It reports 324 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)$12.3MReported net assets$12,282,149
Participants324
Provider compensation$49.9K4 Schedule C row(s)$49,925
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250429153019NAL0000440819001
Plan sponsor
David Lawrence Mental Health Center, Inc.
EIN
59-2206025
Plan number
002
Location
Naples, FL
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$972K
Benefits paid / distributions$914.7K
Contributions
Employer$489K
Participant$1M
Full reported line items
Total assets (EOY)
$12,282,149
Total liabilities (EOY)
$0
Net assets (EOY)
$12,282,149
Employer contributions
$489,034
Participant contributions
$1,005,960
Total income / additions
$3,162,704
Benefits paid
$914,736
Administrative expenses
$49,925
Total expenses
$971,964
Net increase / (decrease)
$2,190,740
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $22.2K · Indirect $0
  2. 2
    ADVISOR · Direct $12.8K
  3. 3
    ADVISOR · Direct $8.9K
  4. 4
    ADVISOR · Direct $5.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250429153019NAL0000440819001 cover?
It is the 2023 Form 5500 filing for David Lawrence Mental Health Center, Inc. 401(K) Plan, reported by David Lawrence Mental Health Center, Inc. (EIN 59-2206025).
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