2023 Form 5500 filing — Serenity Lane Health Services And Affiliated Companies Pension 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 20241112132359NAL0009888739001) for Serenity Lane Health Services And Affiliated Companies Pension Plan, reported by Serenity Lane Health Services under EIN 94-3113708 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112132359NAL0009888739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serenity Lane Health Services
- EIN
- 94-3113708
- Plan number
- 001
- Location
- Coburg, OR
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,882,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,882,610
- Employer contributions
- $342,362
- Total income / additions
- $582,036
- Benefits paid
- $280,727
- Administrative expenses
- $52,182
- Total expenses
- $332,909
- Net increase / (decrease)
- $249,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Pensions Northwest, LLC | TPA | $20,829 | not reported in the loaded dataset |
| Martin Capital Partners LLC | INVESTMENT ADVISOR | $19,503 | not reported in the loaded dataset |
| Bval Cpas & Advisors Llp | AUDITOR | $9,400 | not reported in the loaded dataset |