403(B) Thrift Plan Of Laurel View Village — Form 5500 plan (Laurel View Village)
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, 403(B) Thrift Plan Of Laurel View Village is a benefit plan reported by Laurel View Village under EIN 23-2299089 and plan number 002. The latest loaded filing year is 2023. The filing reports 368 participants and $4,839,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laurel View Village
- EIN
- 23-2299089
- Plan number
- 002
- Plan type
- 2
- Location
- Davidsville, PA
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $4,839,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240924121448NAL0012954353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,839,765
- Net assets (EOY)
- $4,839,765
- Net assets (BOY)
- $4,206,979
Income & contributions
- Employer contributions
- $143,157
- Participant contributions
- $410,015
- Total contributions
- $553,172
- Total income / additions
- $1,270,162
Expenses & distributions
- Benefits paid
- $624,282
- Administrative expenses
- $13,094
- Total expenses
- $637,376
- Net increase / (decrease)
- $632,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower | RECORDKEEPER | $13,992 | $0 | 2023 |
| Highland Financial Ltd | INVESTMENT ADVISOR | $10,142 | $0 | 2023 |
| Retirement Plan Solutions | TPA | $1,416 | $0 | 2023 |
| Lpl Financial | BROKER/ADVISE R | $0 | $744 | 2023 |
| Mutual Of America Life Insurance Co | INSURANCE CARRIER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laurel View Village
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Davidsville, PA
- Empower — Schedule C compensation
- Highland Financial Ltd — Schedule C compensation
- Retirement Plan Solutions — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation