Samaritan Village, Inc. Retirement Plan — Form 5500 plan (Samaritan Daytop Village, 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, Samaritan Village, Inc. Retirement Plan is a benefit plan reported by Samaritan Daytop Village, Inc. under EIN 11-2635374 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,300 participants and $43,381,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samaritan Daytop Village, Inc.
- EIN
- 11-2635374
- Plan number
- 001
- Plan type
- 2
- Location
- Jamaica, NY
- Latest filing year
- 2023
- Participants
- 2,300
- End-of-year plan assets
- $43,381,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,300 | H, C | 20241015133136NAL0016497155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,381,626
- Total liabilities (EOY)
- $82,052
- Net assets (EOY)
- $43,299,574
- Net assets (BOY)
- $36,211,965
Income & contributions
- Employer contributions
- $3,228,492
- Participant contributions
- $2,855,374
- Total contributions
- $6,371,650
- Total income / additions
- $11,171,909
Expenses & distributions
- Benefits paid
- $4,063,965
- Administrative expenses
- $20,335
- Total expenses
- $4,084,300
- Net increase / (decrease)
- $7,087,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/ADVISE R | $0 | $55,561 | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $20,335 | $0 | 2023 |
| Alliant Insurance Services Inc. | CONTRACT ADMIN | $0 | $17,724 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samaritan Daytop Village, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamaica, NY
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation