Pleasant View Retirement Community 403(B) Plan — Form 5500 plan (Pleasant View 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, Pleasant View Retirement Community 403(B) Plan is a benefit plan reported by Pleasant View Retirement Community under EIN 23-1869182 and plan number 002. The latest loaded filing year is 2023. The filing reports 287 participants and $9,219,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pleasant View Retirement Community
EIN
23-1869182
Plan number
002
Plan type
2
Location
Manheim, PA
Latest filing year
2023
Participants
287
End-of-year plan assets
$9,219,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H20240919065319NAL0003336435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,219,805
Total liabilities (EOY)
$0
Net assets (EOY)
$9,219,805
Net assets (BOY)
$7,642,345

Income & contributions

Employer contributions
$222,175
Participant contributions
$426,091
Total contributions
$665,583
Total income / additions
$2,196,389

Expenses & distributions

Benefits paid
$616,729
Administrative expenses
$2,200
Total expenses
$618,929
Net increase / (decrease)
$1,577,460

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages