Presbyterian Senior Living Defined Contribution Retirement Plan — Form 5500 plan (Phi D/B/A Presbyterian Senior Living)
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, Presbyterian Senior Living Defined Contribution Retirement Plan is a benefit plan reported by Phi D/B/A Presbyterian Senior Living under EIN 23-1381404 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,679 participants and $20,461,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phi D/B/A Presbyterian Senior Living
- EIN
- 23-1381404
- Plan number
- 003
- Plan type
- 2
- Location
- Dillsburg, PA
- Latest filing year
- 2023
- Participants
- 1,679
- End-of-year plan assets
- $20,461,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,679 | H, C | 20240718133701NAL0003472035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,461,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,461,840
- Net assets (BOY)
- $20,308,077
Income & contributions
- Employer contributions
- $536,112
- Total contributions
- $536,112
- Total income / additions
- $3,460,734
Expenses & distributions
- Benefits paid
- $3,167,610
- Administrative expenses
- $139,361
- Total expenses
- $3,306,971
- Net increase / (decrease)
- $153,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $70,382 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Actuaries | NONE | $60,040 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $8,939 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phi D/B/A Presbyterian Senior Living
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Dillsburg, PA
- Conrad Siegel Investment Advisors — Schedule C compensation
- Conrad Siegel Actuaries — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation