2023 Form 5500 filing — Carmel Valley Manor 403(B)(7) 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 20241011164752NAL0011196131001) for Carmel Valley Manor 403(B)(7) Plan, reported by Carmel Valley Manor under EIN 94-6050476 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164752NAL0011196131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carmel Valley Manor
- EIN
- 94-6050476
- Plan number
- 001
- Location
- Carmel, CA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,497,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,497,947
- Employer contributions
- $161,696
- Participant contributions
- $655,239
- Total income / additions
- $1,910,667
- Benefits paid
- $612,434
- Administrative expenses
- $11,210
- Total expenses
- $623,644
- Net increase / (decrease)
- $1,287,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Retirement Solutions | SERVICE PROVIDER | $0 | $1,812 |
| Morningstar | SERVICE PROVIDER | $0 | $193 |