2023 Form 5500 filing — Tempe Life Care Village, Inc. 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 20241002180136NAL0015756512001) for Tempe Life Care Village, Inc. 403(B) Plan, reported by Tempe Life Care Village, Inc. Dba Friendship under EIN 86-0335417 and plan number 002. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002180136NAL0015756512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tempe Life Care Village, Inc. Dba Friendship
- EIN
- 86-0335417
- Plan number
- 002
- Location
- Tempe, AZ
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,535,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,535,366
- Employer contributions
- $197,760
- Participant contributions
- $644,833
- Total income / additions
- $1,790,246
- Benefits paid
- $754,246
- Administrative expenses
- $52,609
- Total expenses
- $806,855
- Net increase / (decrease)
- $983,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,609 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $14,016 |