Presbyterian Manors Of Mid-America, Inc. Tax-Sheltered Annuity Plan — Form 5500 plan (Presbyterian Manors Of Mid-America, 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, Presbyterian Manors Of Mid-America, Inc. Tax-Sheltered Annuity Plan is a benefit plan reported by Presbyterian Manors Of Mid-America, Inc. under EIN 48-0877587 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $3,786,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Manors Of Mid-America, Inc.
EIN
48-0877587
Plan number
002
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
160
End-of-year plan assets
$3,786,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241004165753NAL0012462081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,786,494
Net assets (EOY)
$3,786,494
Net assets (BOY)
$4,007,664

Income & contributions

Total income / additions
$452,517

Expenses & distributions

Benefits paid
$670,856
Administrative expenses
$2,831
Total expenses
$673,687
Net increase / (decrease)
-$221,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Financial Life InsuranceNONE$3$31,4242023
Fidelity Investment Inst Op Co LLCNONE$258$02023

Related Form 5500 pages