2023 Form 5500 filing — Townsends Combined Pension 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 20240919141907NAL0006039905001) for Townsends Combined Pension Plan, reported by The Indian River Trust under EIN 51-0377325 and plan number 002. It reports 468 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)$17.6MReported net assets$17,593,373
Participants468
Provider compensation$290.6K4 Schedule C row(s)$290,640
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919141907NAL0006039905001
- Plan sponsor
- The Indian River Trust
- EIN
- 51-0377325
- Plan number
- 002
- Location
- Wilmington, DE
- 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)$17.6M total assets
Net assets$17.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,593,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,593,373
- Total income / additions
- $1,040,754
- Benefits paid
- $1,648,597
- Administrative expenses
- $335,760
- Total expenses
- $1,984,357
- Net increase / (decrease)
- -$943,603
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,902 | $0 |
| Mcdermott Will And Emery | LEGAL | $114,854 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISORY | $27,701 | not reported in the loaded dataset |
| Frost Pllc | ACCOUNTANT | $12,183 | not reported in the loaded dataset |