2023 Form 5500 filing — Quarryville Presbyterian Retirement Community 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 20241010111358NAL0019975249001) for Quarryville Presbyterian Retirement Community 401(K) Plan, reported by Quarryville Presbyterian Retirement Community under EIN 23-1314352 and plan number 003. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111358NAL0019975249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quarryville Presbyterian Retirement Community
- EIN
- 23-1314352
- Plan number
- 003
- Location
- Quarryville, PA
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,959,413
- Total liabilities (EOY)
- $5,977
- Net assets (EOY)
- $4,953,436
- Employer contributions
- $112,973
- Participant contributions
- $346,781
- Total income / additions
- $1,082,354
- Benefits paid
- $192,052
- Administrative expenses
- $45,633
- Total expenses
- $237,685
- Net increase / (decrease)
- $844,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $19,812 | not reported in the loaded dataset |
| Murray Wealth Management | INVESTMENT ADVISOR | $15,591 | not reported in the loaded dataset |
| Efficient Advisors | INVESTMENT MANAGER | $10,230 | not reported in the loaded dataset |