2023 Form 5500 filing — Old Colony Elder Services, Inc 401k 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 20241011064659NAL0036270720001) for Old Colony Elder Services, Inc 401k Plan, reported by Old Colony Elder Services, Inc under EIN 01-0644916 and plan number 003. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011064659NAL0036270720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Old Colony Elder Services, Inc
- EIN
- 01-0644916
- Plan number
- 003
- Location
- Brockton, MA
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,818,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,818,323
- Employer contributions
- $376,768
- Participant contributions
- $501,912
- Total income / additions
- $2,517,910
- Benefits paid
- $1,541,357
- Administrative expenses
- $49,710
- Total expenses
- $1,591,067
- Net increase / (decrease)
- $926,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services | NONE | $49,710 | $0 |