2023 Form 5500 filing — Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918150035NAL0004511201001) for Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan, reported by Greater Lynn Senior Services, Inc. under EIN 04-2581129 and plan number 002. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,458,403
Participants268
Provider compensation$16.7K2 Schedule C row(s)$16,662
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918150035NAL0004511201001
Plan sponsor
Greater Lynn Senior Services, Inc.
EIN
04-2581129
Plan number
002
Location
Lynn, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$272.2K
Participant$654.8K
Full reported line items
Total assets (EOY)
$13,458,403
Total liabilities (EOY)
$0
Net assets (EOY)
$13,458,403
Employer contributions
$272,182
Participant contributions
$654,778
Total income / additions
$2,828,322
Benefits paid
$1,277,971
Administrative expenses
$4,387
Total expenses
$1,289,113
Net increase / (decrease)
$1,539,209
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $16.4K · Indirect $0
  2. 2
    NONE · Direct $272

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918150035NAL0004511201001 cover?
It is the 2023 Form 5500 filing for Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan, reported by Greater Lynn Senior Services, Inc. (EIN 04-2581129).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages