Lutheran Social Services Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Lutheran Social Service Group, 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, Lutheran Social Services Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Lutheran Social Service Group, Inc. under EIN 16-1548940 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $13,530,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Social Service Group, Inc.
- EIN
- 16-1548940
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $13,530,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241015143344NAL0014853171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,530,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,530,946
- Net assets (BOY)
- $13,695,620
Income & contributions
- Employer contributions
- $264,174
- Participant contributions
- $375,141
- Total contributions
- $800,743
- Total income / additions
- $2,666,856
Expenses & distributions
- Benefits paid
- $2,760,585
- Administrative expenses
- $70,945
- Total expenses
- $2,831,530
- Net increase / (decrease)
- -$164,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,695 | $0 | 2023 |
| Royal Alliance Associates, Inc. | INVESTMENT ADVISORY | $0 | $27,220 | 2023 |
| Buffamante Whipple Butta | ACCOUNTANT | $7,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Social Service Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamestown, NY
- Principal Life Insurance Company — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Buffamante Whipple Butta — Schedule C compensation