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 002. The latest loaded filing year is 2023. The filing reports 591 participants and $10,743,511 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
002
Plan type
2
Location
Lowell, MA
Latest filing year
2023
Participants
591
End-of-year plan assets
$10,743,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023591H, C20250328103356NAL0000575683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,743,511
Total liabilities (EOY)
$0
Net assets (EOY)
$10,743,511
Net assets (BOY)
$8,314,908

Income & contributions

Employer contributions
$0
Participant contributions
$1,238,018
Total contributions
$1,517,458
Total income / additions
$2,859,278

Expenses & distributions

Benefits paid
$410,406
Administrative expenses
$3,762
Total expenses
$430,675
Net increase / (decrease)
$2,428,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$1,041not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$538$02023

Related Form 5500 pages