Deerfield Episcopal Retirement Comm. Inc. 403(B) P — Form 5500 plan (Deerfield Episcopal Retirement Community, 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, Deerfield Episcopal Retirement Comm. Inc. 403(B) P is a benefit plan reported by Deerfield Episcopal Retirement Community, Inc. under EIN 56-0614176 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $8,474,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deerfield Episcopal Retirement Community, Inc.
- EIN
- 56-0614176
- Plan number
- 002
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $8,474,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20250715135940NAL0002177073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,474,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,474,361
- Net assets (BOY)
- $6,712,639
Income & contributions
- Employer contributions
- $194,974
- Participant contributions
- $597,936
- Total contributions
- $792,910
- Total income / additions
- $2,473,854
Expenses & distributions
- Benefits paid
- $664,039
- Administrative expenses
- $47,729
- Total expenses
- $712,132
- Net increase / (decrease)
- $1,761,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER & INVESTMEN | $46,404 | $0 | 2023 |
| Mml Investors Services, Inc | BROKER/ADVISER | $0 | $18,603 | 2023 |
| Retirement Plan Solutions, Inc | CONTRACT ADMIN | $3,125 | $3,771 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deerfield Episcopal Retirement Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Asheville, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Mml Investors Services, Inc — Schedule C compensation
- Retirement Plan Solutions, Inc — Schedule C compensation