401(K) Profit Sharing Plan Of Elderly Housing Management, Inc. — Form 5500 plan (Elderly Housing Management, 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, 401(K) Profit Sharing Plan Of Elderly Housing Management, Inc. is a benefit plan reported by Elderly Housing Management, Inc. under EIN 06-6049011 and plan number 002. The latest loaded filing year is 2023. The filing reports 513 participants and $19,192,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elderly Housing Management, Inc.
EIN
06-6049011
Plan number
002
Plan type
2
Location
North Haven, CT
Latest filing year
2023
Participants
513
End-of-year plan assets
$19,192,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023513H, C20241011155554NAL0022273249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,192,486
Total liabilities (EOY)
$0
Net assets (EOY)
$19,192,486
Net assets (BOY)
$17,251,156

Income & contributions

Employer contributions
$644,945
Participant contributions
$617,795
Total contributions
$1,288,110
Total income / additions
$3,708,998

Expenses & distributions

Benefits paid
$1,720,422
Administrative expenses
$47,246
Total expenses
$1,767,668
Net increase / (decrease)
$1,941,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$46,799$02023
Empower Advisory Group, LLCNONE$447not reported in the loaded dataset2023

Related Form 5500 pages