Lowell Community Health Center 403(B) Plan — Form 5500 plan (Lowell Community 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, Lowell Community Health Center 403(B) Plan is a benefit plan reported by Lowell Community Health Center Inc under EIN 04-2881348 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $7,838,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowell Community Health Center Inc
- EIN
- 04-2881348
- Plan number
- 001
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $7,838,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240509085809NAL0016467795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,838,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,838,795
- Net assets (BOY)
- $6,762,406
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,001,558
- Total contributions
- $1,051,967
- Total income / additions
- $1,916,483
Expenses & distributions
- Benefits paid
- $837,308
- Administrative expenses
- $2,786
- Total expenses
- $840,094
- Net increase / (decrease)
- $1,076,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Reliance Trust Company | NA | $0 | $240 | 2023 |
| Massmutual Life Insurance Company | NA | $140 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | NA | $0 | $25 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lowell Community Health Center Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lowell, MA
- Reliance Trust Company — Schedule C compensation
- Massmutual Life Insurance Company — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation