Salemtowne Retirement Savings Plan — Form 5500 plan (Moravian Home, 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, Salemtowne Retirement Savings Plan is a benefit plan reported by Moravian Home, Inc. under EIN 56-0963926 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $6,306,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moravian Home, Inc.
- EIN
- 56-0963926
- Plan number
- 002
- Plan type
- 2
- Location
- Winston Salem, NC
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $6,306,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20250115140402NAL0021781937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,306,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,306,156
- Net assets (BOY)
- $5,202,789
Income & contributions
- Employer contributions
- $275,203
- Participant contributions
- $522,901
- Total contributions
- $812,902
- Total income / additions
- $1,633,332
Expenses & distributions
- Benefits paid
- $486,556
- Administrative expenses
- $39,397
- Total expenses
- $529,965
- Net increase / (decrease)
- $1,103,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $17,552 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $14,715 | not reported in the loaded dataset | 2023 |
| Trinity Pension Group LLC | CONTRACT ADMIN | $4,212 | $2,205 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $3,333 | not reported in the loaded dataset | 2023 |
| Gate City Administration LLC | CONTRACT ADMIN | $0 | $2,836 | 2023 |
| Reliastar Life Insurance Co | RECORDKEEPER | $385 | $277 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moravian Home, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston Salem, NC
- Empower Annuity Insurance Co — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Trinity Pension Group LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Gate City Administration LLC — Schedule C compensation
- Reliastar Life Insurance Co — Schedule C compensation