The Ellis Nursing Home, Inc. 401(K) Plan — Form 5500 plan (The Ellis Nursing Home, Inc.)
Plain-English plan 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, The Ellis Nursing Home, Inc. 401(K) Plan is a benefit plan reported by The Ellis Nursing Home, Inc. under EIN 04-2508884 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $2,792,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ellis Nursing Home, Inc.
- EIN
- 04-2508884
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $2,792,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241011104706NAL0021698705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,792,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,792,843
- Net assets (BOY)
- $2,352,808
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $146,932
- Total contributions
- $146,932
- Total income / additions
- $562,990
Expenses & distributions
- Benefits paid
- $95,743
- Administrative expenses
- $27,212
- Total expenses
- $122,955
- Net increase / (decrease)
- $440,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,012 | $0 | 2023 |
| Rockland Trust | INVESTMENT ADVISOR | $10,010 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,190 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $0 | $1,251 | 2023 |
| Ellis Nursing Home Inc Dba | OTHER | $767 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Ellis Nursing Home, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Rockland Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Ellis Nursing Home Inc Dba — Schedule C compensation