2023 Form 5500 filing — Tel Hai Retirement Community 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 20241206080212NAL0003680259001) for Tel Hai Retirement Community 401(K) Plan, reported by Tel Hai Retirement Community under EIN 23-2039189 and plan number 002. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206080212NAL0003680259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tel Hai Retirement Community
- EIN
- 23-2039189
- Plan number
- 002
- Location
- Honey Brook, PA
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,163,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,163,089
- Employer contributions
- $335,448
- Participant contributions
- $675,431
- Total income / additions
- $3,180,564
- Benefits paid
- $1,208,323
- Administrative expenses
- $70,403
- Total expenses
- $1,278,726
- Net increase / (decrease)
- $1,901,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Comprehensive Financial Planning, I | INVESTMENT MANAGER | $49,621 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | TPA | $17,591 | not reported in the loaded dataset |