The Lakes Community Health Center, Inc. 403(B) Plan — Form 5500 plan (The Lakes 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, The Lakes Community Health Center, Inc. 403(B) Plan is a benefit plan reported by The Lakes Community Health Center, Inc. under EIN 35-2297925 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $19,985,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Lakes Community Health Center, Inc.
EIN
35-2297925
Plan number
001
Plan type
2
Location
Iron River, WI
Latest filing year
2023
Participants
491
End-of-year plan assets
$19,985,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023491H, C20240823081625NAL0006191201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,985,631
Total liabilities (EOY)
$440
Net assets (EOY)
$19,985,191
Net assets (BOY)
$16,324,717

Income & contributions

Employer contributions
$929,003
Participant contributions
$2,208,380
Total contributions
$3,693,071
Total income / additions
$6,608,559

Expenses & distributions

Benefits paid
$2,796,353
Administrative expenses
$151,732
Total expenses
$2,948,085
Net increase / (decrease)
$3,660,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Investment ServBROKER/DEALER$0$40,2902023
Tax Sheltered Compensation, Inc.THIRD PARTY ADMINISTRATO$0$8,8132023

Related Form 5500 pages