2023 Form 5500 filing — Primrose Retirement 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 20241015080811NAL0015969555001) for Primrose Retirement Plan, reported by Primrose Retirement Communities under EIN 46-0434250 and plan number 001. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080811NAL0015969555001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Primrose Retirement Communities
- EIN
- 46-0434250
- Plan number
- 001
- Location
- Aberdeen, SD
- Participants
- 1,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,106,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,106,238
- Employer contributions
- $465,906
- Participant contributions
- $816,584
- Total income / additions
- $3,018,440
- Benefits paid
- $1,006,707
- Administrative expenses
- $56,269
- Total expenses
- $1,062,976
- Net increase / (decrease)
- $1,955,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISOR | $23,823 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $18,301 | $0 |
| Futureplan By Ascensus | CONTRACT ADMIN | $13,830 | not reported in the loaded dataset |