2023 Form 5500 filing — Stoneridge Retirement Living Communities 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 20241015090056NAL0016020979001) for Stoneridge Retirement Living Communities 401k Plan, reported by Stoneridge Retirement Living Communities under EIN 20-8424515 and plan number 001. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090056NAL0016020979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoneridge Retirement Living Communities
- EIN
- 20-8424515
- Plan number
- 001
- Location
- Myerstown, PA
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,166,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,166,518
- Employer contributions
- $323,714
- Participant contributions
- $666,845
- Total income / additions
- $2,724,895
- Benefits paid
- $1,438,654
- Administrative expenses
- $15,551
- Total expenses
- $1,454,205
- Net increase / (decrease)
- $1,270,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,882 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,669 | not reported in the loaded dataset |