2023 Form 5500 filing — Aldersgate. 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 20250124082253NAL0008085841001) for Aldersgate. 401(K) Plan, reported by Aldersgate Retirement, Inc. Dba Epworth Village Retirement C under EIN 16-1676095 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124082253NAL0008085841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aldersgate Retirement, Inc. Dba Epworth Village Retirement C
- EIN
- 16-1676095
- Plan number
- 001
- Location
- Hialeah, FL
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $74,004
- Participant contributions
- $49,286
- Total income / additions
- $353,022
- Benefits paid
- $3,403,920
- Administrative expenses
- $23,005
- Total expenses
- $3,426,925
- Net increase / (decrease)
- -$3,073,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group L | NONE | $11,762 | not reported in the loaded dataset |