2023 Form 5500 filing — Emory Valley Center Employee Retirement 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 20250130151529NAL0001479712001) for Emory Valley Center Employee Retirement Plan, reported by Emory Valley Center under EIN 62-0762198 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130151529NAL0001479712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emory Valley Center
- EIN
- 62-0762198
- Plan number
- 001
- Location
- Oak Ridge, TN
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,543,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,543,243
- Employer contributions
- $136,974
- Participant contributions
- $240,508
- Total income / additions
- $777,648
- Benefits paid
- $643,069
- Administrative expenses
- $31,699
- Total expenses
- $674,768
- Net increase / (decrease)
- $102,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | RECORDKEEPER | $13,266 | $0 |
| Access Retirement Services | OTHER SERVICES | $9,300 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $322 | $0 |