2023 Form 5500 filing — Senior Catering 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 20250415123249NAL0003323873001) for Senior Catering Retirement Plan, reported by Senior Catering under EIN 57-0777030 and plan number 002. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415123249NAL0003323873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Senior Catering
- EIN
- 57-0777030
- Plan number
- 002
- Location
- Little Mountain, SC
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $919,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $919,046
- Employer contributions
- $0
- Participant contributions
- $89,312
- Total income / additions
- $163,143
- Benefits paid
- $51,906
- Administrative expenses
- $8,317
- Total expenses
- $60,223
- Net increase / (decrease)
- $102,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,747 | $0 |
| Ameriprise Financial Services, Inc. | BROKER/ADVISOR | $0 | $4,950 |
| Stringer Resource Group | CONTRACT ADMINISTRATOR | $0 | $847 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $156 | not reported in the loaded dataset |