Daughters Of Sarah Nursing Home Co., Inc. Tax Deferred Annuity Plan — Form 5500 plan (Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio)
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, Daughters Of Sarah Nursing Home Co., Inc. Tax Deferred Annuity Plan is a benefit plan reported by Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio under EIN 23-7120570 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $7,493,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio
- EIN
- 23-7120570
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $7,493,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241010153809NAL0041368850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,493,560
- Net assets (EOY)
- $7,493,560
- Net assets (BOY)
- $6,725,928
Income & contributions
- Employer contributions
- $272,702
- Participant contributions
- $419,852
- Total contributions
- $713,133
- Total income / additions
- $1,504,676
Expenses & distributions
- Benefits paid
- $673,907
- Administrative expenses
- $63,137
- Total expenses
- $737,044
- Net increase / (decrease)
- $767,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $54,711 | $0 | 2023 |
| Janney Montgomery Scott, LLC | INVESTMENT ADVISORY | $0 | $18,329 | 2023 |
| Creative Pension Consultants, Inc. | TPA | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Principal Life Insurance Company — Schedule C compensation
- Janney Montgomery Scott, LLC — Schedule C compensation
- Creative Pension Consultants, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation