2023 Form 5500 filing — Erickson Community 401(K) 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 20241009081733NAL0030736096001) for Erickson Community 401(K) Plan, reported by Oak Crest Village, Inc. under EIN 52-1874053 and plan number 002. It reports 14,694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009081733NAL0030736096001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oak Crest Village, Inc.
- EIN
- 52-1874053
- Plan number
- 002
- Location
- Cantonsville, MD
- Participants
- 14,694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,763,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,763,142
- Employer contributions
- $8,590,352
- Participant contributions
- $24,709,783
- Total income / additions
- $71,883,298
- Benefits paid
- $26,291,503
- Administrative expenses
- $631,873
- Total expenses
- $27,095,596
- Net increase / (decrease)
- $44,787,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $617,463 | $0 |
| Capfinancial Partners, | NONE | $37,303 | not reported in the loaded dataset |
| Venable Llp | NONE | $20,082 | $2,172 |