2023 Form 5500 filing — Salemtowne Retirement 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 20250115140402NAL0021781937001) for Salemtowne Retirement Savings Plan, reported by Moravian Home, Inc. under EIN 56-0963926 and plan number 002. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115140402NAL0021781937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moravian Home, Inc.
- EIN
- 56-0963926
- Plan number
- 002
- Location
- Winston Salem, NC
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,306,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,306,156
- Employer contributions
- $275,203
- Participant contributions
- $522,901
- Total income / additions
- $1,633,332
- Benefits paid
- $486,556
- Administrative expenses
- $39,397
- Total expenses
- $529,965
- Net increase / (decrease)
- $1,103,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $17,552 | $0 |
| Creative Planning LLC | INVESTMENT ADVISOR | $14,715 | not reported in the loaded dataset |
| Trinity Pension Group LLC | CONTRACT ADMIN | $4,212 | $2,205 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $3,333 | not reported in the loaded dataset |
| Gate City Administration LLC | CONTRACT ADMIN | $0 | $2,836 |
| Reliastar Life Insurance Co | RECORDKEEPER | $385 | $277 |