2023 Form 5500 filing — Waveny Care Center Tax Sheltered 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 20241015130500NAL0049523248001) for Waveny Care Center Tax Sheltered Annuity Plan, reported by Waveny Care Center under EIN 06-0859588 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130500NAL0049523248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waveny Care Center
- EIN
- 06-0859588
- Plan number
- 001
- Location
- New Canaan, CT
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,844,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,844,489
- Participant contributions
- $1,031,664
- Total income / additions
- $3,304,964
- Benefits paid
- $2,035,591
- Administrative expenses
- $59,552
- Total expenses
- $2,095,143
- Net increase / (decrease)
- $1,209,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Farther Finance Advisors LLC | NONE | $25,502 | not reported in the loaded dataset |
| Pasi LLC | NONE | $14,486 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | NONE | $8,501 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | NONE | $6,884 | $0 |
| Empower Advisory Group, LLC | NONE | $3,892 | not reported in the loaded dataset |