2023 Form 5500 filing — Tandem Living Savings And 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 20250122082636NAL0002815267001) for Tandem Living Savings And Retirement Plan, reported by The Mennonite Home under EIN 23-1413689 and plan number 001. It reports 556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122082636NAL0002815267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mennonite Home
- EIN
- 23-1413689
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,951,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,951,767
- Employer contributions
- $758,102
- Participant contributions
- $918,885
- Total income / additions
- $4,124,578
- Benefits paid
- $1,215,035
- Administrative expenses
- $62,909
- Total expenses
- $1,316,499
- Net increase / (decrease)
- $2,808,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | FINANCIAL ADVISOR | $35,111 | $0 |
| Ascensus LLC | RECORD KEEPER | $32,524 | $59 |