Peninsula United Methodist Homes, Inc. 401(K) Plan — Form 5500 plan (Acts Retirement - Life Communities, 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, Peninsula United Methodist Homes, Inc. 401(K) Plan is a benefit plan reported by Acts Retirement - Life Communities, Inc. under EIN 23-1900132 and plan number 003. The latest loaded filing year is 2023. The filing reports 510 participants and $7,504,527 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.5MPlan net assets, end of year$7,504,527
Participants510Covered participants reported
Assets / participant$14.7KComputed: assets ÷ participants$14,715 (computed)
Provider compensation$18K2 Schedule C provider row(s)$18,035
- Plan sponsor
- Acts Retirement - Life Communities, Inc.
- EIN
- 23-1900132
- Plan number
- 003
- Plan type
- 2
- Location
- Ft Washington, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241014080938NAL0014631427001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,504,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,504,527
- Net assets (BOY)
- $7,543,652
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $1,001,210
Expenses & distributions
- Benefits paid
- $1,022,300
- Administrative expenses
- $18,035
- Total expenses
- $1,040,335
- Net increase / (decrease)
- -$39,125
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income102%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $12,284 | $0 | 2023 |
| Mma Securities | CONSULTANT | $5,751 | not reported in the loaded dataset | 2023 |