2023 Form 5500 filing — The Golden 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 20241012220828NAL0024082545001) for The Golden Plan, reported by Park Nursing Home C/O Rockaway Care Ctr under EIN 11-2969370 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.3MReported net assets$3,307,132
Participants330
Provider compensation$33.5K3 Schedule C row(s)$33,506
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012220828NAL0024082545001
- Plan sponsor
- Park Nursing Home C/O Rockaway Care Ctr
- EIN
- 11-2969370
- Plan number
- 001
- Location
- Edgemere, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,307,132
- Net assets (EOY)
- $3,307,132
- Participant contributions
- $211,673
- Total income / additions
- $609,166
- Benefits paid
- $1,022,624
- Administrative expenses
- $10,672
- Total expenses
- $1,033,296
- Net increase / (decrease)
- -$424,130
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Strategies, Corp. | not reported in the loaded dataset | $18,838 | not reported in the loaded dataset |
| Able Wealth Management LLC | not reported in the loaded dataset | $8,246 | not reported in the loaded dataset |
| Nationwide | not reported in the loaded dataset | $6,401 | $21 |