Plan5500

Somerville-Cambridge Elder Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Somerville-Cambridge Elder Services, 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, Somerville-Cambridge Elder Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Somerville-Cambridge Elder Services, Inc. under EIN 04-2515020 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $12,319,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Somerville-Cambridge Elder Services, Inc.
EIN
04-2515020
Plan number
001
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
247
End-of-year plan assets
$12,319,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20250415132949NAL0003371393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,319,837
Net assets (EOY)
$12,319,837
Net assets (BOY)
$11,339,191

Income & contributions

Employer contributions
$226,306
Participant contributions
$564,674
Total contributions
$886,588
Total income / additions
$2,436,051

Expenses & distributions

Benefits paid
$1,399,890
Administrative expenses
$55,515
Total expenses
$1,455,405
Net increase / (decrease)
$980,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN, RECORDKEEPER$21,288$2,8982023
Rpw Solutions, LLC.TPA, FIDUCIARY ADVISOR$17,965not reported in the loaded dataset2023
Global Retirement Partners, LLCBROKER DEALER OF ADVISOR$16,262not reported in the loaded dataset2023

Related Form 5500 pages