2023 Form 5500 filing — South Shore Elder Services, Inc. Profit Sharing 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 20250403113124NAL0005759363001) for South Shore Elder Services, Inc. Profit Sharing Plan, reported by South Shore Elder Services, Inc. under EIN 04-2596213 and plan number 005. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403113124NAL0005759363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Shore Elder Services, Inc.
- EIN
- 04-2596213
- Plan number
- 005
- Location
- Braintree, MA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,557,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,557,846
- Participant contributions
- $499,201
- Total income / additions
- $2,059,182
- Benefits paid
- $817,952
- Administrative expenses
- $75,918
- Total expenses
- $893,870
- Net increase / (decrease)
- $1,165,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | NONE | $73,433 | $0 |
| Sentinel Benefits Group, Inc. | NONE | $2,485 | not reported in the loaded dataset |