2023 Form 5500 filing — Daughters Of Sarah Nursing Home Co., Inc. Tax Deferred Annuity 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 20241010153809NAL0041368850001) for Daughters Of Sarah Nursing Home Co., Inc. Tax Deferred Annuity Plan, reported by Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio under EIN 23-7120570 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153809NAL0041368850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio
- EIN
- 23-7120570
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,493,560
- Net assets (EOY)
- $7,493,560
- Employer contributions
- $272,702
- Participant contributions
- $419,852
- Total income / additions
- $1,504,676
- Benefits paid
- $673,907
- Administrative expenses
- $63,137
- Total expenses
- $737,044
- Net increase / (decrease)
- $767,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $54,711 | $0 |
| Janney Montgomery Scott, LLC | INVESTMENT ADVISORY | $0 | $18,329 |
| Creative Pension Consultants, Inc. | TPA | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |