2023 Form 5500 filing — United Zion Retirement Community 403(B) Retirement
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 20241009103839NAL0030940512001) for United Zion Retirement Community 403(B) Retirement, reported by United Zion Retirement Community under EIN 23-1365176 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009103839NAL0030940512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Zion Retirement Community
- EIN
- 23-1365176
- Plan number
- 001
- Location
- Lititz, PA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,910,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,910,063
- Employer contributions
- $100,721
- Participant contributions
- $215,195
- Total income / additions
- $735,995
- Benefits paid
- $60,226
- Administrative expenses
- $15,023
- Total expenses
- $77,338
- Net increase / (decrease)
- $658,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ambassador Advisors, Inc. | BROKER/ADVISOR | $12,930 | not reported in the loaded dataset |
| Nationwide | INVESTMENT PROVIDER | $10,900 | $0 |
| Pa Retirement Solutions | TPA | $3,303 | not reported in the loaded dataset |