Lewis County Primary Care 403(B) Plan — Form 5500 plan (Lewis County Primary Care 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, Lewis County Primary Care 403(B) Plan is a benefit plan reported by Lewis County Primary Care Center, Inc. under EIN 61-1033691 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $14,417,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis County Primary Care Center, Inc.
- EIN
- 61-1033691
- Plan number
- 001
- Plan type
- 2
- Location
- Vanceburg, KY
- Latest filing year
- 2023
- Participants
- 421
- End-of-year plan assets
- $14,417,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 421 | H, C | 20240812092715NAL0020474690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,417,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,417,674
- Net assets (BOY)
- $10,612,617
Income & contributions
- Employer contributions
- $697,175
- Participant contributions
- $1,592,475
- Total contributions
- $2,648,461
- Total income / additions
- $4,750,115
Expenses & distributions
- Benefits paid
- $872,868
- Administrative expenses
- $72,190
- Total expenses
- $945,058
- Net increase / (decrease)
- $3,805,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | FINANCIAL ADVISOR | $55,381 | $0 | 2023 |
| Cgrps | RECORDKEEPER | $13,384 | $0 | 2023 |
| Creative Retirement Systems, Inc. | TPA | $3,425 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewis County Primary Care Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Vanceburg, KY
- Raymond James Financial Services — Schedule C compensation
- Cgrps — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation