The Presbyterian Homes, Inc. 401(K) Retirement Plan — Form 5500 plan (The Presbyterian Homes, 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, The Presbyterian Homes, Inc. 401(K) Retirement Plan is a benefit plan reported by The Presbyterian Homes, Inc. under EIN 56-0564344 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,011 participants and $31,539,305 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Presbyterian Homes, Inc.
EIN
56-0564344
Plan number
003
Plan type
2
Location
Colfax, NC
Latest filing year
2023
Participants
1,011
End-of-year plan assets
$31,539,305

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,011H, C20250714093838NAL0001230624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,539,305
Total liabilities (EOY)
$0
Net assets (EOY)
$31,539,305
Net assets (BOY)
$24,562,739

Income & contributions

Employer contributions
$908,071
Participant contributions
$1,958,095
Total contributions
$2,892,419
Total income / additions
$8,966,392

Expenses & distributions

Benefits paid
$1,878,370
Administrative expenses
$111,750
Total expenses
$1,989,826
Net increase / (decrease)
$6,976,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$69,565$02023
Stifel Nicolaus & Co IncINVESTMENT ADVISOR$42,185not reported in the loaded dataset2023

Related Form 5500 pages