Primrose Retirement Plan — Form 5500 plan (Primrose Retirement 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, Primrose Retirement Plan is a benefit plan reported by Primrose Retirement Communities under EIN 46-0434250 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $11,106,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Primrose Retirement Communities
- EIN
- 46-0434250
- Plan number
- 001
- Plan type
- 3
- Location
- Aberdeen, SD
- Latest filing year
- 2023
- Participants
- 1,107
- End-of-year plan assets
- $11,106,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,107 | H, C | 20241015080811NAL0015969555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,106,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,106,238
- Net assets (BOY)
- $9,150,774
Income & contributions
- Employer contributions
- $465,906
- Participant contributions
- $816,584
- Total contributions
- $1,417,472
- Total income / additions
- $3,018,440
Expenses & distributions
- Benefits paid
- $1,006,707
- Administrative expenses
- $56,269
- Total expenses
- $1,062,976
- Net increase / (decrease)
- $1,955,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISOR | $23,823 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $18,301 | $0 | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN | $13,830 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Primrose Retirement Communities
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Aberdeen, SD
- Edward D Jones & Co — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation