2023 Form 5500 filing — Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity 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 20241014144222NAL0015127059001) for Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan, reported by Moorestown Visiting Nurse Association, Inc. under EIN 21-0634998 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144222NAL0015127059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moorestown Visiting Nurse Association, Inc.
- EIN
- 21-0634998
- Plan number
- 001
- Location
- Moorestown, NJ
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,027,815
- Net assets (EOY)
- $20,027,815
- Participant contributions
- $454,209
- Total income / additions
- $3,263,260
- Benefits paid
- $2,821,212
- Administrative expenses
- $60,105
- Total expenses
- $2,966,479
- Net increase / (decrease)
- $296,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $49,555 | $0 |
| Td Bank | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $550 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |