2023 Form 5500 filing — Pinnacle Living Tsa 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 20241008152544NAL0008520051001) for Pinnacle Living Tsa Retirement Plan, reported by Virginia United Methodist Homes, Inc. Dba Pinnacle Living under EIN 54-0720603 and plan number 001. It reports 1,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152544NAL0008520051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Virginia United Methodist Homes, Inc. Dba Pinnacle Living
- EIN
- 54-0720603
- Plan number
- 001
- Location
- Glen Allen, VA
- Participants
- 1,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,895,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,895,364
- Employer contributions
- $1,226,240
- Participant contributions
- $1,828,857
- Total income / additions
- $9,135,944
- Benefits paid
- $5,501,020
- Administrative expenses
- $106,794
- Total expenses
- $5,641,594
- Net increase / (decrease)
- $3,494,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $106,794 | $0 |