2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Lakeview Christian Home Of The South West, Inc
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 20251016164508NAL0013691410001) for 403(B) Thrift Plan For Employees Of Lakeview Christian Home Of The South West, Inc, reported by Lakeview Christian Home Of The under EIN 85-0160614 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251016164508NAL0013691410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Christian Home Of The
- EIN
- 85-0160614
- Plan number
- 001
- Location
- Carlsbad, NM
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,824,299
- Net assets (EOY)
- $2,824,299
- Employer contributions
- $124,140
- Participant contributions
- $148,352
- Total income / additions
- $551,773
- Benefits paid
- $421,695
- Administrative expenses
- $1,086
- Total expenses
- $422,781
- Net increase / (decrease)
- $128,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investments Corp | INSURANCE CARRIER | $1,086 | $0 |