Plan5500

2023 Form 5500 filing — Brethren Hillcrest Homes 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 20241014151225NAL0013511619001) for Brethren Hillcrest Homes 403(B) Plan, reported by Brethren Hillcrest Homes under EIN 95-1809564 and plan number 002. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014151225NAL0013511619001
Filing year
2023
Form type
2
Plan sponsor
Brethren Hillcrest Homes
EIN
95-1809564
Plan number
002
Location
Laverne, CA
Participants
302
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,667,060
Total liabilities (EOY)
$0
Net assets (EOY)
$9,667,060
Employer contributions
$316,393
Participant contributions
$400,453
Total income / additions
$2,109,532
Benefits paid
$937,507
Administrative expenses
$70,864
Total expenses
$1,022,551
Net increase / (decrease)
$1,086,981
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pensionmark Financial Group LLCNONE$33,075not reported in the loaded dataset
Nationwide Trust CompanyTRUST CUSTODIAN$18,924$13,376
Clarke Lanzen SkallaTHIRD PARTY MONEY MANAGE$31,210not reported in the loaded dataset
NationwideTRUST CUSTODIAN$22,822$6,102
National Benefit ServicesTHIRD PARTY ADMIN$11,220$4,459
Peery & Associates, Inc.NONE$8,743not reported in the loaded dataset
Iron-Co FinancialNONE$4,411not reported in the loaded dataset
Nationwide Life Insurance Co.NONE$1,765not reported in the loaded dataset
Lincoln Financial AdvisorsNONE$75not reported in the loaded dataset

Related Form 5500 pages