2023 Form 5500 filing — Hazel Findlay Country Manor 403(B) 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 20241002075123NAL0008488001001) for Hazel Findlay Country Manor 403(B) Plan, reported by Clinton Area Care Center, Inc. Dba Hazel Findlay Country Manor under EIN 38-2231104 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002075123NAL0008488001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clinton Area Care Center, Inc. Dba Hazel Findlay Country Manor
- EIN
- 38-2231104
- Plan number
- 001
- Location
- St. Johns, MI
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,062,048
- Total liabilities (EOY)
- $342
- Net assets (EOY)
- $1,061,706
- Employer contributions
- $94,018
- Participant contributions
- $197,809
- Total income / additions
- $489,928
- Benefits paid
- $48,564
- Administrative expenses
- $9,684
- Total expenses
- $58,248
- Net increase / (decrease)
- $431,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehmann LLC | CONTRACT ADMIN | $6,578 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $2,664 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,327 | not reported in the loaded dataset |