2023 Form 5500 filing — Arbutus Park Manor Retirement Savings 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 20241014091428NAL0026884593001) for Arbutus Park Manor Retirement Savings Plan, reported by Arbutus Park Manor under EIN 23-7064174 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091428NAL0026884593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arbutus Park Manor
- EIN
- 23-7064174
- Plan number
- 001
- Location
- Johnstown, PA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,274,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,274,095
- Employer contributions
- $105,946
- Participant contributions
- $245,105
- Total income / additions
- $898,985
- Benefits paid
- $1,177,500
- Administrative expenses
- $31,807
- Total expenses
- $1,209,307
- Net increase / (decrease)
- -$310,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $28,557 | $0 |
| Nylife Securities LLC | BROKER | $0 | $10,998 |
| Metro Benefits, I Nc | RECORDKEEPER | $3,250 | $0 |