2023 Form 5500 filing — Greenwood House Tax Sheltered 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 20250707052850NAL0001412691001) for Greenwood House Tax Sheltered Retirement Plan, reported by Greenwood House Home For The Jewish Aged, Inc under EIN 21-0639867 and plan number 002. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250707052850NAL0001412691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenwood House Home For The Jewish Aged, Inc
- EIN
- 21-0639867
- Plan number
- 002
- Location
- Ewing, NJ
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,465,439
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,465,439
- Employer contributions
- $86,617
- Participant contributions
- $261,605
- Total income / additions
- $1,137,130
- Benefits paid
- $1,198,399
- Administrative expenses
- $4,118
- Total expenses
- $1,202,517
- Net increase / (decrease)
- -$65,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $12,324 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,118 | $0 |