Plan5500

Mystic Valley Elder Services, Inc. 403b Plan — Form 5500 plan (Mystic Valley 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, Mystic Valley Elder Services, Inc. 403b Plan is a benefit plan reported by Mystic Valley Elder Services, Inc. under EIN 04-2562646 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $18,320,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mystic Valley Elder Services, Inc.
EIN
04-2562646
Plan number
001
Plan type
2
Location
Malden, MA
Latest filing year
2023
Participants
397
End-of-year plan assets
$18,320,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20250411144920NAL0026320785004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,320,796
Net assets (EOY)
$18,320,796
Net assets (BOY)
$15,393,912

Income & contributions

Employer contributions
$485,573
Participant contributions
$747,039
Total contributions
$1,887,768
Total income / additions
$4,168,947

Expenses & distributions

Benefits paid
$1,223,442
Administrative expenses
$18,621
Total expenses
$1,242,063
Net increase / (decrease)
$2,926,884

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Trust CompanyCUSTODIAN, RECORDKEEPER$14,526$10,9692023
Rpw Solutions, LLC.TPA, ADVISOR$23,273not reported in the loaded dataset2023
Global Retirement Partners, LLCBROKER DEALER OF ADVISOR$15,096not reported in the loaded dataset2023

Related Form 5500 pages