2023 Form 5500 filing — Presbyterian Senior Living 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718133113NAL0003186371001) for Presbyterian Senior Living 403(B) Plan, reported by Phi D/B/A Presbyterian Senior Living under EIN 23-1381404 and plan number 004. It reports 2,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718133113NAL0003186371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phi D/B/A Presbyterian Senior Living
- EIN
- 23-1381404
- Plan number
- 004
- Location
- Dillsburg, PA
- Participants
- 2,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,683,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,683,423
- Participant contributions
- $2,354,664
- Total income / additions
- $6,853,159
- Benefits paid
- $3,684,777
- Administrative expenses
- $129,906
- Total expenses
- $3,817,701
- Net increase / (decrease)
- $3,035,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $79,811 | not reported in the loaded dataset |
| Conrad Siegel Actuaries | NONE | $36,751 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $13,344 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |