Plan5500

Senior Catering Retirement Plan — Form 5500 plan (Senior Catering)

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, Senior Catering Retirement Plan is a benefit plan reported by Senior Catering under EIN 57-0777030 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $919,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Senior Catering
EIN
57-0777030
Plan number
002
Plan type
2
Location
Little Mountain, SC
Latest filing year
2023
Participants
189
End-of-year plan assets
$919,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20250415123249NAL0003323873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$919,046
Total liabilities (EOY)
$0
Net assets (EOY)
$919,046
Net assets (BOY)
$816,126

Income & contributions

Employer contributions
$0
Participant contributions
$89,312
Total contributions
$89,312
Total income / additions
$163,143

Expenses & distributions

Benefits paid
$51,906
Administrative expenses
$8,317
Total expenses
$60,223
Net increase / (decrease)
$102,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$8,747$02023
Ameriprise Financial Services, Inc.BROKER/ADVISOR$0$4,9502023
Stringer Resource GroupCONTRACT ADMINISTRATOR$0$8472023
Empower Advisory Group, LLCINVESTMENT MANAGER$156not reported in the loaded dataset2023

Related Form 5500 pages