Plan5500

Aldersgate. 401(K) Plan — Form 5500 plan (Aldersgate Retirement, Inc. Dba Epworth Village Retirement C)

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, Aldersgate. 401(K) Plan is a benefit plan reported by Aldersgate Retirement, Inc. Dba Epworth Village Retirement C under EIN 16-1676095 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aldersgate Retirement, Inc. Dba Epworth Village Retirement C
EIN
16-1676095
Plan number
001
Plan type
2
Location
Hialeah, FL
Latest filing year
2023
Participants
268
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20250124082253NAL0008085841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$3,073,903

Income & contributions

Employer contributions
$74,004
Participant contributions
$49,286
Total contributions
$123,290
Total income / additions
$353,022

Expenses & distributions

Benefits paid
$3,403,920
Administrative expenses
$23,005
Total expenses
$3,426,925
Net increase / (decrease)
-$3,073,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LNONE$11,762not reported in the loaded dataset2023

Related Form 5500 pages