Greater Lawrence Family Health Center 403(B) Plan — Form 5500 plan (Greater Lawrence Family Health Center, Inc.)

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, Greater Lawrence Family Health Center 403(B) Plan is a benefit plan reported by Greater Lawrence Family Health Center, Inc. under EIN 04-2708824 and plan number 002. The latest loaded filing year is 2023. The filing reports 996 participants and $49,037,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greater Lawrence Family Health Center, Inc.
EIN
04-2708824
Plan number
002
Plan type
2
Location
Methuen, MA
Latest filing year
2023
Participants
996
End-of-year plan assets
$49,037,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023996H, C20241011112131NAL0044105362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,037,731
Total liabilities (EOY)
$0
Net assets (EOY)
$49,037,731
Net assets (BOY)
$41,632,356

Income & contributions

Employer contributions
$586,615
Participant contributions
$3,462,243
Total contributions
$4,365,051
Total income / additions
$10,906,042

Expenses & distributions

Benefits paid
$3,363,285
Administrative expenses
$137,382
Total expenses
$3,500,667
Net increase / (decrease)
$7,405,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesRECORDKEEPER$98,872$02023
Mml Investors Services, LLCCONSULTANT$30,000not reported in the loaded dataset2023
AafcpaAUDITOR$8,510not reported in the loaded dataset2023

Related Form 5500 pages