2023 Form 5500 filing — Episcopal Communities & Services For Seniors 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 20241014125910NAL0027332993001) for Episcopal Communities & Services For Seniors 401(K) Plan, reported by Episcopal Communities & Services For Seniors under EIN 95-1642373 and plan number 001. It reports 1,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125910NAL0027332993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Episcopal Communities & Services For Seniors
- EIN
- 95-1642373
- Plan number
- 001
- Location
- Altadena, CA
- Participants
- 1,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,109,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,109,846
- Employer contributions
- $1,125,907
- Participant contributions
- $1,354,681
- Total income / additions
- $5,228,576
- Benefits paid
- $1,532,114
- Administrative expenses
- $135,902
- Total expenses
- $1,668,016
- Net increase / (decrease)
- $3,560,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $76,787 | $0 |
| Bank Of America Na | INVESTMENT ADVISORY PLAN | $34,468 | not reported in the loaded dataset |
| Merrill Lynch Retirement | INVESTMENT ADVISORY - PL | $16,720 | not reported in the loaded dataset |
| Actuarial Benefits Corp | THIRD PARTY ADMIN | $7,295 | $0 |