Lutheran Social Services Of South Dakota Retirement Plan — Form 5500 plan (Lutheran Social Services Of South Dakota)
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 Of South Dakota Retirement Plan is a benefit plan reported by Lutheran Social Services Of South Dakota under EIN 46-0224731 and plan number 002. The latest loaded filing year is 2023. The filing reports 497 participants and $7,452,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Social Services Of South Dakota
- EIN
- 46-0224731
- Plan number
- 002
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 497
- End-of-year plan assets
- $7,452,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 497 | H, C | 20241015164351NAL0029148689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,452,998
- Total liabilities (EOY)
- $7,121
- Net assets (EOY)
- $7,445,877
- Net assets (BOY)
- $6,159,862
Income & contributions
- Employer contributions
- $184,513
- Participant contributions
- $460,707
- Total contributions
- $688,624
- Total income / additions
- $1,933,838
Expenses & distributions
- Benefits paid
- $604,717
- Administrative expenses
- $43,106
- Total expenses
- $647,823
- Net increase / (decrease)
- $1,286,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Bank & Trust | FIDUCIARY | $28,606 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | SERVICE PROVIDER | $14,500 | not reported in the loaded dataset | 2023 |