2023 Form 5500 filing — Forest Manor/Montclaire Care Centers 401(K) Employee Savings 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 20241210132926NAL0010250913001) for Forest Manor/Montclaire Care Centers 401(K) Employee Savings Plan, reported by Forest Manor Care Center Inc. Dba Glen Cove Center For Nursing And Reh under EIN 11-3427389 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,225,024
Participants430
Provider compensation$30.3K2 Schedule C row(s)$30,298
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241210132926NAL0010250913001
Plan sponsor
Forest Manor Care Center Inc. Dba Glen Cove Center For Nursing And Reh
EIN
11-3427389
Plan number
001
Location
Glen Cove, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$298.3K
Participant$516.3K
Full reported line items
Total assets (EOY)
$11,225,024
Total liabilities (EOY)
$0
Net assets (EOY)
$11,225,024
Employer contributions
$298,258
Participant contributions
$516,264
Total income / additions
$2,499,947
Benefits paid
$1,605,129
Administrative expenses
$30,298
Total expenses
$1,661,355
Net increase / (decrease)
$838,592

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$20,298$0
Stone Hill Fiduciary Management LlADVISOR$10,000not reported in the loaded dataset

Related Form 5500 pages