Original filing (PDF)20251015130829NAL0004932961001

THE LOVELAND CENTER, INC.

Name: THE LOVELAND CENTER, INC. — LOVELAND CENTER 403B TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: THE LOVELAND CENTER, INC.

Form 5500-SF

FILING_RECEIVED

LOVELAND CENTER 403B TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOVELAND CENTER, INC..

Plan sponsor

Name

THE LOVELAND CENTER, INC.

EIN

59-1011392

Address

157 S HAVANA RD · VENICE, FL · 342923104

Phone

(941) 493-0016

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

THE LOVELAND CENTER, INC.

EIN

59-1011392

City

VENICE, FL

Phone

(941) 493-0016

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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