Kendal-Crosslands Communities 403(B) Plan — Form 5500 plan (Kendal-Crosslands Communities)
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, Kendal-Crosslands Communities 403(B) Plan is a benefit plan reported by Kendal-Crosslands Communities under EIN 23-1906212 and plan number 002. The latest loaded filing year is 2023. The filing reports 815 participants and $27,820,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kendal-Crosslands Communities
- EIN
- 23-1906212
- Plan number
- 002
- Plan type
- 2
- Location
- Kennett Square, PA
- Latest filing year
- 2023
- Participants
- 815
- End-of-year plan assets
- $27,820,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 815 | H, C | 20241011150636NAL0022147457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,820,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,820,183
- Net assets (BOY)
- $20,245,789
Income & contributions
- Employer contributions
- $1,642,724
- Participant contributions
- $1,581,382
- Total contributions
- $4,095,173
- Total income / additions
- $7,627,876
Expenses & distributions
- Benefits paid
- $2,993,743
- Administrative expenses
- $133,754
- Total expenses
- $3,127,497
- Net increase / (decrease)
- $4,500,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $89,202 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $12,054 | $0 | 2023 |