2023 Form 5500 filing — Keswick Multi-Care Center Defined Contribution Retirement 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 20240726141254NAL0009047027001) for Keswick Multi-Care Center Defined Contribution Retirement Plan, reported by Keswick Multi-Care Center, Inc. under EIN 52-0591485 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.8MReported net assets$16,793,086
Participants424
Provider compensation$78.4K2 Schedule C row(s)$78,449
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726141254NAL0009047027001
Plan sponsor
Keswick Multi-Care Center, Inc.
EIN
52-0591485
Plan number
001
Location
Baltimore, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$854.2K
Participant$1.2M
Full reported line items
Total assets (EOY)
$16,793,086
Total liabilities (EOY)
$0
Net assets (EOY)
$16,793,086
Employer contributions
$854,219
Participant contributions
$1,234,570
Total income / additions
$4,197,648
Benefits paid
$2,414,201
Administrative expenses
$78,443
Total expenses
$2,492,644
Net increase / (decrease)
$1,705,004

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,889$0
Greenspring Advisors,LLCINVESTMENT ADVISORY$16,560not reported in the loaded dataset

Related Form 5500 pages