Menorah Manor, Inc. Retirement Savings Incentive Plan — Form 5500 plan (Menorah Manor, 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, Menorah Manor, Inc. Retirement Savings Incentive Plan is a benefit plan reported by Menorah Manor, Inc under EIN 59-2269292 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $6,834,055 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.8MPlan net assets, end of year$6,833,021
Participants448Covered participants reported
Assets / participant$15.3KComputed: assets ÷ participants$15,255 (computed)
Provider compensation$40.3K2 Schedule C provider row(s)$40,253
- Plan sponsor
- Menorah Manor, Inc
- EIN
- 59-2269292
- Plan number
- 001
- Plan type
- 2
- Location
- St. Petersburg, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20250414174205NAL0000959635001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$1K
Full reported line items
Net assets
- Total assets (EOY)
- $6,834,055
- Total liabilities (EOY)
- $1,034
- Net assets (EOY)
- $6,833,021
- Net assets (BOY)
- $6,731,176
Income & contributions
- Employer contributions
- $144,094
- Participant contributions
- $715,117
- Total contributions
- $883,719
- Total income / additions
- $1,688,836
Expenses & distributions
- Benefits paid
- $1,547,272
- Administrative expenses
- $39,719
- Total expenses
- $1,586,991
- Net increase / (decrease)
- $101,845
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income92%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluestar Retirement Plan Services | TPA/RECORDKEEPER | $37,584 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $2,669 | $0 | 2023 |