Family Residences Retirement & 401(K) Savings Plan — Form 5500 plan (Family Residences & Essential)

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, Family Residences Retirement & 401(K) Savings Plan is a benefit plan reported by Family Residences & Essential under EIN 11-2420547 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,342 participants and $67,722,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Residences & Essential
EIN
11-2420547
Plan number
002
Plan type
3
Location
Old Bethpage, NY
Latest filing year
2023
Participants
2,342
End-of-year plan assets
$67,722,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,342H, C20241015104443NAL0014424339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,722,083
Total liabilities (EOY)
$0
Net assets (EOY)
$67,722,083
Net assets (BOY)
$55,311,407

Income & contributions

Employer contributions
$4,552,130
Participant contributions
$5,139,947
Total contributions
$9,785,580
Total income / additions
$18,870,435

Expenses & distributions

Benefits paid
$6,185,175
Administrative expenses
$211,738
Total expenses
$6,459,759
Net increase / (decrease)
$12,410,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$210,848$02023

Related Form 5500 pages