Laurel Heights Employees 401k Retirement Savings Plan — Form 5500 plan (Laurel Housing, 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, Laurel Heights Employees 401k Retirement Savings Plan is a benefit plan reported by Laurel Housing, Inc. under EIN 61-6042733 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $3,206,041 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.2MPlan net assets, end of year$3,200,178
Participants213Covered participants reported
Assets / participant$15.1KComputed: assets ÷ participants$15,052 (computed)
Provider compensation$6751 Schedule C provider row(s)
- Plan sponsor
- Laurel Housing, Inc.
- EIN
- 61-6042733
- Plan number
- 002
- Plan type
- 2
- Location
- London, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240726084957NAL0010044835001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$5.9K
Full reported line items
Net assets
- Total assets (EOY)
- $3,206,041
- Total liabilities (EOY)
- $5,863
- Net assets (EOY)
- $3,200,178
- Net assets (BOY)
- $2,945,554
Income & contributions
- Participant contributions
- $190,317
- Total contributions
- $190,317
- Total income / additions
- $641,893
Expenses & distributions
- Benefits paid
- $385,994
- Administrative expenses
- $1,275
- Total expenses
- $387,269
- Net increase / (decrease)
- $254,624
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $675 | $0 | 2023 |