2023 Form 5500 filing — Bartholomew Health Care Group 401(K) 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 20241008154941NAL0030423728001) for Bartholomew Health Care Group 401(K) Plan, reported by Crest Manor Living & Rehabilitation Center Inc. under EIN 20-3458770 and plan number 333. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,601,648
Participants192
Provider compensation$12.2K2 Schedule C row(s)$12,217
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008154941NAL0030423728001
Plan sponsor
Crest Manor Living & Rehabilitation Center Inc.
EIN
20-3458770
Plan number
333
Location
Fairport, NY
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$680.8K
Total expenses$228.9K
Benefits paid / distributions$216.7K
Contributions
Employer$9.4K
Participant$96K
Full reported line items
Total assets (EOY)
$3,601,648
Total liabilities (EOY)
$0
Net assets (EOY)
$3,601,648
Employer contributions
$9,392
Participant contributions
$96,046
Total income / additions
$680,836
Benefits paid
$216,686
Administrative expenses
$12,217
Total expenses
$228,903
Net increase / (decrease)
$451,933
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $11.5K
  2. 2
    RECORDKEEPER · Direct $745 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008154941NAL0030423728001 cover?
It is the 2023 Form 5500 filing for Bartholomew Health Care Group 401(K) Plan, reported by Crest Manor Living & Rehabilitation Center Inc. (EIN 20-3458770).
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