Lakewood Health System 401(K) Plan — Form 5500 plan (Lakewood Health System)
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, Lakewood Health System 401(K) Plan is a benefit plan reported by Lakewood Health System under EIN 41-1842965 and plan number 002. The latest loaded filing year is 2023. The filing reports 980 participants and $73,957,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakewood Health System
- EIN
- 41-1842965
- Plan number
- 002
- Plan type
- 2
- Location
- Staples, MN
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $73,957,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241009100741NAL0036695154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,957,462
- Total liabilities (EOY)
- $344,178
- Net assets (EOY)
- $73,613,284
- Net assets (BOY)
- $66,875,382
Income & contributions
- Employer contributions
- $1,934,163
- Participant contributions
- $2,918,663
- Total contributions
- $5,481,533
- Total income / additions
- $15,751,728
Expenses & distributions
- Benefits paid
- $8,872,308
- Administrative expenses
- $141,518
- Total expenses
- $9,013,826
- Net increase / (decrease)
- $6,737,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $91,487 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | RECORDKEEPER | $50,011 | not reported in the loaded dataset | 2023 |