2023 Form 5500 filing — Samaritan Village, Inc. 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 20241015133136NAL0016497155001) for Samaritan Village, Inc. Retirement Plan, reported by Samaritan Daytop Village, Inc. under EIN 11-2635374 and plan number 001. It reports 2,300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133136NAL0016497155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samaritan Daytop Village, Inc.
- EIN
- 11-2635374
- Plan number
- 001
- Location
- Jamaica, NY
- Participants
- 2,300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,381,626
- Total liabilities (EOY)
- $82,052
- Net assets (EOY)
- $43,299,574
- Employer contributions
- $3,228,492
- Participant contributions
- $2,855,374
- Total income / additions
- $11,171,909
- Benefits paid
- $4,063,965
- Administrative expenses
- $20,335
- Total expenses
- $4,084,300
- Net increase / (decrease)
- $7,087,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/ADVISE R | $0 | $55,561 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $20,335 | $0 |
| Alliant Insurance Services Inc. | CONTRACT ADMIN | $0 | $17,724 |