403(B) Thrift Plan For Employees Of Lakeview Christian Home Of The South West, Inc — Form 5500 plan (Lakeview Christian Home Of The)

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, 403(B) Thrift Plan For Employees Of Lakeview Christian Home Of The South West, Inc is a benefit plan reported by Lakeview Christian Home Of The under EIN 85-0160614 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $2,824,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeview Christian Home Of The
EIN
85-0160614
Plan number
001
Plan type
2
Location
Carlsbad, NM
Latest filing year
2023
Participants
211
End-of-year plan assets
$2,824,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20251016164508NAL0013691410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,824,299
Net assets (EOY)
$2,824,299
Net assets (BOY)
$2,695,307

Income & contributions

Employer contributions
$124,140
Participant contributions
$148,352
Total contributions
$272,492
Total income / additions
$551,773

Expenses & distributions

Benefits paid
$421,695
Administrative expenses
$1,086
Total expenses
$422,781
Net increase / (decrease)
$128,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investments CorpINSURANCE CARRIER$1,086$02023

Related Form 5500 pages