2023 Form 5500 filing — Cornwall Manor Retirement Community Internal Revenue Code Section 403(B)
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 20240923134656NAL0011421809001) for Cornwall Manor Retirement Community Internal Revenue Code Section 403(B), reported by Cornwall Manor Retirement Community under EIN 23-1365158 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923134656NAL0011421809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornwall Manor Retirement Community
- EIN
- 23-1365158
- Plan number
- 001
- Location
- Cornwall, PA
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,908,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,908,309
- Employer contributions
- $296,996
- Participant contributions
- $717,496
- Total income / additions
- $3,274,334
- Benefits paid
- $1,404,721
- Administrative expenses
- $64,983
- Total expenses
- $1,469,704
- Net increase / (decrease)
- $1,804,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,063 | $0 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $31,884 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |