Department of Labor filing

LAKESHORE COMMUNITY HEALTH CARE, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. · For the plan year ended May 31, 2025

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Public filing 2024 · received Dec 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,444

Reported employer contributions per active participant.

Higher than about 81% of comparable plans

#People in the filing

159

Active participants reported for 2024.

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

¢Visible plan-paid fees

$297 / participant

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

Lower cost than about 3% of comparable plans

↗Investment performance

Not available

Plan assets changed 21.7%, 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 · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions81st percentileTypical peer $1,271 · based on 835 comparable plans

Lower reported administrative expense3rd percentileTypical peer $74 · based on 845 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 May 31, 2025, LAKESHORE COMMUNITY HEALTH CARE, INC. reported $388,577 in employer contributions across the plan and 159 active participants. That works out to $2,444 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 proxy84%

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 trendUp 5.3%

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

Expense trendUp 31.8%

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

Peer context58/100

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: $388,577
Participant contributions: $726,176
Other contributions: $18,541
Employer share of reported contributions: 34.9%
Beginning assets: $6,346,980
Ending assets: $7,727,315
Ending net assets: $7,727,315
Ending liabilities: $0
Total income: $1,863,952
Total expenses: $483,617
Administrative expenses: $56,106
Participant loans: $125,452

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

$2,320

2023

$2,313

2024

$2,444

Plan-paid administrative expenses per participant

2022

$225

2023

$245

2024

$297

Active participants

2022

139

2023

144

2024

159

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,444	159	7.7M	20251226150223NAL0021409456001
2023	$2,313	144	6.3M	20241010131236NAL0021020929001
2022	$2,320	139	5M	20240313082949NAL0036308817001

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: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 264321839-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 2013
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2L3D

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
DUBUQUE BANK & TRUST	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251226150223NAL0021409456001

Data sourceDOL Form 5500 bulk data ↗

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