2023 Form 5500 filing — The Presbyterian Homes, Inc. 401(K) 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 20250714093838NAL0001230624001) for The Presbyterian Homes, Inc. 401(K) Retirement Plan, reported by The Presbyterian Homes, Inc. under EIN 56-0564344 and plan number 003. It reports 1,011 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714093838NAL0001230624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Presbyterian Homes, Inc.
- EIN
- 56-0564344
- Plan number
- 003
- Location
- Colfax, NC
- Participants
- 1,011
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,539,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,539,305
- Employer contributions
- $908,071
- Participant contributions
- $1,958,095
- Total income / additions
- $8,966,392
- Benefits paid
- $1,878,370
- Administrative expenses
- $111,750
- Total expenses
- $1,989,826
- Net increase / (decrease)
- $6,976,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $69,565 | $0 |
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $42,185 | not reported in the loaded dataset |