2023 Form 5500 filing — Saunders House Employee Savings & Retirement 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 20241001090611NAL0006533617001) for Saunders House Employee Savings & Retirement Plan, reported by Old Man'S Home Of Philadelphia under EIN 23-1352250 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001090611NAL0006533617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Old Man'S Home Of Philadelphia
- EIN
- 23-1352250
- Plan number
- 001
- Location
- Wynnewood, PA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,144,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,144,790
- Employer contributions
- $2,851
- Participant contributions
- $15,467
- Total income / additions
- $849,552
- Benefits paid
- $1,738,131
- Administrative expenses
- $55,358
- Total expenses
- $1,793,489
- Net increase / (decrease)
- -$943,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $24,432 | $0 |
| Wick Capital Partners | NONE | $21,286 | not reported in the loaded dataset |
| Wick Capital Partners. | NONE | $9,640 | not reported in the loaded dataset |