Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan — Form 5500 plan (Moorestown Visiting Nurse Association, 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, Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan is a benefit plan reported by Moorestown Visiting Nurse Association, Inc. under EIN 21-0634998 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $20,027,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moorestown Visiting Nurse Association, Inc.
- EIN
- 21-0634998
- Plan number
- 001
- Plan type
- 2
- Location
- Moorestown, NJ
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $20,027,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241014144222NAL0015127059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,027,815
- Net assets (EOY)
- $20,027,815
- Net assets (BOY)
- $19,731,034
Income & contributions
- Participant contributions
- $454,209
- Total contributions
- $454,209
- Total income / additions
- $3,263,260
Expenses & distributions
- Benefits paid
- $2,821,212
- Administrative expenses
- $60,105
- Total expenses
- $2,966,479
- Net increase / (decrease)
- $296,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $49,555 | $0 | 2023 |
| Td Bank | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $550 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moorestown Visiting Nurse Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Moorestown, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Td Bank — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation