2023 Form 5500 filing — Summit Care 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 20250501124145NAL0002269155001) for Summit Care 401(K) Plan, reported by Summit Care Ii, Inc. under EIN 59-3734290 and plan number 001. It reports 1,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501124145NAL0002269155001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Summit Care Ii, Inc.
- EIN
- 59-3734290
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 1,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,386,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,386,267
- Participant contributions
- $923,894
- Total income / additions
- $2,551,216
- Benefits paid
- $968,250
- Administrative expenses
- $4,500
- Total expenses
- $972,750
- Net increase / (decrease)
- $1,578,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco Variable Insurance Trust | INVESTMENT PROVIDER | $0 | $0 |
| Pioneer Funds Distributors, Inc. | INVESTMENT PROVIDER | $0 | $0 |
| American Century Investments | INVESTMENT PROVIDER | $0 | $0 |
| Jpmorgan Asset Management | INVESTMENT PROVIDER | $0 | $0 |
| The Dreyfus Corporation | INVESTMENT PROVIDER | $0 | $0 |
| Federated Investors | INVESTMENT PROVIDER | $0 | $0 |
| Fidelity Management & Research | INVESTMENT PROVIDER | $0 | $0 |
| Franklin Templeton | INVESTMENT PROVIDER | $0 | $0 |
| Aim/Invesco | INVESTMENT PROVIDER | $0 | $0 |
| Deutsche Asset & Wealth Management | INVESTMENT PROVIDER | $0 | $0 |
| Voya Financial | INVESTMENT PROVIDER | $0 | $0 |
| Symetra Life Insurance Company | CONTRACT ADMINISTRATOR | $0 | $0 |