Solheim Lutheran Home 403(B) Retirement Plan — Form 5500 plan (Solheim Lutheran Home)
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, Solheim Lutheran Home 403(B) Retirement Plan is a benefit plan reported by Solheim Lutheran Home under EIN 95-1643384 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $7,153,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solheim Lutheran Home
- EIN
- 95-1643384
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $7,153,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241001152508NAL0004145891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,153,784
- Total liabilities (EOY)
- $55,392
- Net assets (EOY)
- $7,098,392
- Net assets (BOY)
- $6,943,550
Income & contributions
- Employer contributions
- $266,997
- Participant contributions
- $268,622
- Total contributions
- $577,187
- Total income / additions
- $1,324,704
Expenses & distributions
- Benefits paid
- $1,098,267
- Administrative expenses
- $71,595
- Total expenses
- $1,169,862
- Net increase / (decrease)
- $154,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $52,790 | $0 | 2023 |
| Burnham Gibson Wealth Advisors | CONSULTANT | $16,895 | not reported in the loaded dataset | 2023 |
| Reliance Trust | CUSTODIAN | $832 | $0 | 2023 |