2023 Form 5500 filing — 401(K) Profit Sharing Plan Of Elderly Housing Management, Inc.
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 20241011155554NAL0022273249001) for 401(K) Profit Sharing Plan Of Elderly Housing Management, Inc., reported by Elderly Housing Management, Inc. under EIN 06-6049011 and plan number 002. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155554NAL0022273249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elderly Housing Management, Inc.
- EIN
- 06-6049011
- Plan number
- 002
- Location
- North Haven, CT
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,192,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,192,486
- Employer contributions
- $644,945
- Participant contributions
- $617,795
- Total income / additions
- $3,708,998
- Benefits paid
- $1,720,422
- Administrative expenses
- $47,246
- Total expenses
- $1,767,668
- Net increase / (decrease)
- $1,941,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $46,799 | $0 |
| Empower Advisory Group, LLC | NONE | $447 | not reported in the loaded dataset |