Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust — Form 5500 plan (Life Management Center Of Northwest Florida, 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, Life Management Center Of Northwest Florida, Inc. Money Accumulation Pension Plan And Trust is a benefit plan reported by Life Management Center Of Northwest Florida, Inc. under EIN 59-1375195 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $4,298,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Life Management Center Of Northwest Florida, Inc.
EIN
59-1375195
Plan number
001
Plan type
2
Location
Panama City, FL
Latest filing year
2023
Participants
245
End-of-year plan assets
$4,298,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20250710152334NAL0004149331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,298,683
Total liabilities (EOY)
$68,474
Net assets (EOY)
$4,230,209
Net assets (BOY)
$4,134,416

Income & contributions

Employer contributions
$167,376
Total contributions
$167,376
Total income / additions
$369,683

Expenses & distributions

Benefits paid
$261,690
Administrative expenses
$12,200
Total expenses
$273,890
Net increase / (decrease)
$95,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus FinancialNONE$12,200$02023

Related Form 5500 pages