2023 Form 5500 filing — Easter Seals Delaware & Marylands Eastern Shore 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 20240821090550NAL0003754113001) for Easter Seals Delaware & Marylands Eastern Shore Retirement Plan, reported by Easter Seals Delaware & Marylands Eastern Shore under EIN 51-0066728 and plan number 001. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821090550NAL0003754113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Seals Delaware & Marylands Eastern Shore
- EIN
- 51-0066728
- Plan number
- 001
- Location
- New Castle, DE
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,354,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,354,562
- Employer contributions
- $343,123
- Participant contributions
- $716,935
- Total income / additions
- $3,070,688
- Benefits paid
- $1,518,459
- Administrative expenses
- $20,579
- Total expenses
- $1,558,878
- Net increase / (decrease)
- $1,511,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great Valley Advisor Group | INVESTMENT ADVISORY | $0 | $27,522 |
| Atlantic Pension Services In | CONTRACT ADMINISTRATOR | $12,034 | $5,377 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,473 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |