2023 Form 5500 filing — Lift 403b 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 20250515084009NAL0013300979001) for Lift 403b Plan, reported by Lift Community Action Agency, Inc. under EIN 73-0772321 and plan number 002. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515084009NAL0013300979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lift Community Action Agency, Inc.
- EIN
- 73-0772321
- Plan number
- 002
- Location
- Hugo, OK
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,973,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,973,743
- Employer contributions
- $623,659
- Participant contributions
- $384,310
- Total income / additions
- $2,288,585
- Benefits paid
- $2,037,969
- Administrative expenses
- $55,527
- Total expenses
- $2,105,093
- Net increase / (decrease)
- $183,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,137 | $0 |
| Employee Benefits Group, LLC | THIRD PARTY ADMIN | $8,937 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVEST. MGMT | $3,404 | not reported in the loaded dataset |