Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Greater Lynn Senior 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, Greater Lynn Senior Services, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Greater Lynn Senior Services, Inc. under EIN 04-2581129 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $13,458,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greater Lynn Senior Services, Inc.
EIN
04-2581129
Plan number
002
Plan type
2
Location
Lynn, MA
Latest filing year
2023
Participants
268
End-of-year plan assets
$13,458,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20240918150035NAL0004511201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,458,403
Total liabilities (EOY)
$0
Net assets (EOY)
$13,458,403
Net assets (BOY)
$11,919,194

Income & contributions

Employer contributions
$272,182
Participant contributions
$654,778
Total contributions
$1,013,793
Total income / additions
$2,828,322

Expenses & distributions

Benefits paid
$1,277,971
Administrative expenses
$4,387
Total expenses
$1,289,113
Net increase / (decrease)
$1,539,209

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$16,390$02023
Empower Advisory Group, LLCNONE$272not reported in the loaded dataset2023

Related Form 5500 pages