Cornwall Manor Retirement Community Internal Revenue Code Section 403(B) — Form 5500 plan (Cornwall Manor Retirement Community)
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, Cornwall Manor Retirement Community Internal Revenue Code Section 403(B) is a benefit plan reported by Cornwall Manor Retirement Community under EIN 23-1365158 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $15,908,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornwall Manor Retirement Community
- EIN
- 23-1365158
- Plan number
- 001
- Plan type
- 2
- Location
- Cornwall, PA
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $15,908,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240923134656NAL0011421809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,908,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,908,309
- Net assets (BOY)
- $14,103,679
Income & contributions
- Employer contributions
- $296,996
- Participant contributions
- $717,496
- Total contributions
- $1,018,928
- Total income / additions
- $3,274,334
Expenses & distributions
- Benefits paid
- $1,404,721
- Administrative expenses
- $64,983
- Total expenses
- $1,469,704
- Net increase / (decrease)
- $1,804,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,063 | $0 | 2023 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $31,884 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cornwall Manor Retirement Community
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Cornwall, PA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation