Lakes Region Community Services Council 403(B) Plan — Form 5500 plan (Lakes Region Community Services Council)
Plain-English plan 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, Lakes Region Community Services Council 403(B) Plan is a benefit plan reported by Lakes Region Community Services Council under EIN 02-0329795 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $6,245,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakes Region Community Services Council
- EIN
- 02-0329795
- Plan number
- 001
- Plan type
- 2
- Location
- Laconia, NH
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $6,245,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20250415134402NAL0003311329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,245,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,245,525
- Net assets (BOY)
- $5,619,176
Income & contributions
- Employer contributions
- $90,671
- Participant contributions
- $259,877
- Total contributions
- $350,548
- Total income / additions
- $1,094,829
Expenses & distributions
- Benefits paid
- $411,943
- Administrative expenses
- $55,577
- Total expenses
- $468,480
- Net increase / (decrease)
- $626,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $32,010 | $1,987 | 2023 |
| Mml Investors Services, LLC | NONE | $13,567 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakes Region Community Services Council
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Laconia, NH
- Stancorp Financial Group — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation