Hazel Findlay Country Manor 403(B) Plan — Form 5500 plan (Clinton Area Care Center, Inc. Dba Hazel Findlay Country Manor)
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, Hazel Findlay Country Manor 403(B) Plan is a benefit plan reported by Clinton Area Care Center, Inc. Dba Hazel Findlay Country Manor under EIN 38-2231104 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $1,062,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinton Area Care Center, Inc. Dba Hazel Findlay Country Manor
- EIN
- 38-2231104
- Plan number
- 001
- Plan type
- 2
- Location
- St. Johns, MI
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $1,062,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241002075123NAL0008488001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,062,048
- Total liabilities (EOY)
- $342
- Net assets (EOY)
- $1,061,706
- Net assets (BOY)
- $630,026
Income & contributions
- Employer contributions
- $94,018
- Participant contributions
- $197,809
- Total contributions
- $358,604
- Total income / additions
- $489,928
Expenses & distributions
- Benefits paid
- $48,564
- Administrative expenses
- $9,684
- Total expenses
- $58,248
- Net increase / (decrease)
- $431,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rehmann LLC | CONTRACT ADMIN | $6,578 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $2,664 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,327 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinton Area Care Center, Inc. Dba Hazel Findlay Country Manor
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in St. Johns, MI
- Rehmann LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation