2023 Form 5500 filing — The Ellis Nursing Home, Inc. 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 20241011104706NAL0021698705001) for The Ellis Nursing Home, Inc. 401(K) Plan, reported by The Ellis Nursing Home, Inc. under EIN 04-2508884 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104706NAL0021698705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ellis Nursing Home, Inc.
- EIN
- 04-2508884
- Plan number
- 001
- Location
- Norwood, MA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,792,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,792,843
- Employer contributions
- $0
- Participant contributions
- $146,932
- Total income / additions
- $562,990
- Benefits paid
- $95,743
- Administrative expenses
- $27,212
- Total expenses
- $122,955
- Net increase / (decrease)
- $440,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,012 | $0 |
| Rockland Trust | INVESTMENT ADVISOR | $10,010 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,190 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $0 | $1,251 |
| Ellis Nursing Home Inc Dba | OTHER | $767 | not reported in the loaded dataset |