Department of Labor filing

DAVID LAWRENCE MENTAL HEALTH CENTER, INC.

DAVID LAWRENCE MENTAL HEALTH CENTER, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 28, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

37filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,670

Reported employer contributions per active participant.

Higher than about 34% of comparable plans

#People in the filing

337

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$171 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 43% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202437out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions34th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense43rd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, DAVID LAWRENCE MENTAL HEALTH CENTER, INC. reported $562,938 in employer contributions across the plan and 337 active participants. That works out to $1,670 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy82%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 3.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context37/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $562,938
Participant contributions: $1,122,764
Other contributions: $16,123
Employer share of reported contributions: 33.4%
Beginning assets: $12,282,149
Ending assets: $14,459,187
Ending net assets: $14,459,187
Ending liabilities: $0
Total income: $3,287,635
Total expenses: $1,110,597
Administrative expenses: $62,309
Participant loans: $290,643

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,732

2023

$1,588

2024

$1,670

Plan-paid administrative expenses per participant

2022

$172

2023

$154

2024

$171

Active participants

2022

281

2023

308

2024

337

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,670	337	14.5M	20251028093756NAL0006799873001
2023	$1,588	308	12.3M	20250429153019NAL0000440819001
2022	$1,732	281	10.1M	20231011142532NAL0020215203001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 592206025-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 15, 1976
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2T3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251028093756NAL0006799873001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗