2023 Form 5500 filing — The Golden 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 20241012220828NAL0024082545001) for The Golden Plan, reported by Park Nursing Home C/O Rockaway Care Ctr under EIN 11-2969370 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012220828NAL0024082545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Park Nursing Home C/O Rockaway Care Ctr
- EIN
- 11-2969370
- Plan number
- 001
- Location
- Edgemere, NY
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,307,132
- Net assets (EOY)
- $3,307,132
- Participant contributions
- $211,673
- Total income / additions
- $609,166
- Benefits paid
- $1,022,624
- Administrative expenses
- $10,672
- Total expenses
- $1,033,296
- Net increase / (decrease)
- -$424,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Strategies, Corp. | not reported in the loaded dataset | $18,838 | not reported in the loaded dataset |
| Able Wealth Management LLC | not reported in the loaded dataset | $8,246 | not reported in the loaded dataset |
| Nationwide | not reported in the loaded dataset | $6,401 | $21 |