2023 Form 5500 filing — Elder Services Of Cape Cod And The Islands, Inc. 403(B) 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 20241014075555NAL0025681281003) for Elder Services Of Cape Cod And The Islands, Inc. 403(B) Plan, reported by Elder Services Of Cape Cod And The Islands, Inc under EIN 04-2523904 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075555NAL0025681281003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elder Services Of Cape Cod And The Islands, Inc
- EIN
- 04-2523904
- Plan number
- 002
- Location
- South Dennis, MA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,184,531
- Net assets (EOY)
- $5,184,531
- Employer contributions
- $520,663
- Participant contributions
- $187,850
- Total income / additions
- $3,996,378
- Benefits paid
- $292,521
- Administrative expenses
- $20,990
- Total expenses
- $313,511
- Net increase / (decrease)
- $3,682,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpw Solutions, LLC | ADVISORY | $8,270 | $5,000 |
| Nationwide | RECORDKEEPER | $8,902 | not reported in the loaded dataset |