Summit Care 401(K) Plan — Form 5500 plan (Summit Care Ii, 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, Summit Care 401(K) Plan is a benefit plan reported by Summit Care Ii, Inc. under EIN 59-3734290 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,369 participants and $12,386,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Care Ii, Inc.
- EIN
- 59-3734290
- Plan number
- 001
- Plan type
- 3
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 1,369
- End-of-year plan assets
- $12,386,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,369 | H, C | 20250501124145NAL0002269155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,386,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,386,267
- Net assets (BOY)
- $10,807,801
Income & contributions
- Participant contributions
- $923,894
- Total contributions
- $925,283
- Total income / additions
- $2,551,216
Expenses & distributions
- Benefits paid
- $968,250
- Administrative expenses
- $4,500
- Total expenses
- $972,750
- Net increase / (decrease)
- $1,578,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco Variable Insurance Trust | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Pioneer Funds Distributors, Inc. | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Century Investments | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Jpmorgan Asset Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| The Dreyfus Corporation | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Federated Investors | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Fidelity Management & Research | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Franklin Templeton | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Aim/Invesco | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Deutsche Asset & Wealth Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Voya Financial | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Symetra Life Insurance Company | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summit Care Ii, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Pimco Variable Insurance Trust — Schedule C compensation
- Pioneer Funds Distributors, Inc. — Schedule C compensation
- American Century Investments — Schedule C compensation
- Jpmorgan Asset Management — Schedule C compensation
- The Dreyfus Corporation — Schedule C compensation
- Federated Investors — Schedule C compensation
- Fidelity Management & Research — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Aim/Invesco — Schedule C compensation
- Deutsche Asset & Wealth Management — Schedule C compensation
- Voya Financial — Schedule C compensation
- Symetra Life Insurance Company — Schedule C compensation