2023 Form 5500 filing — Rebekah Rehab & Extended Care Center 401(K) 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 20250211145458NAL0032935216001) for Rebekah Rehab & Extended Care Center 401(K) Plan, reported by United Odd Fellow And Rebekah Home under EIN 13-1740053 and plan number 002. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211145458NAL0032935216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Odd Fellow And Rebekah Home
- EIN
- 13-1740053
- Plan number
- 002
- Location
- Bronx, NY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,911,552
- Total liabilities (EOY)
- $21,336
- Net assets (EOY)
- $8,890,216
- Employer contributions
- $412,411
- Participant contributions
- $382,079
- Total income / additions
- $1,905,259
- Benefits paid
- $614,629
- Administrative expenses
- $52,891
- Total expenses
- $674,897
- Net increase / (decrease)
- $1,230,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fin Serv Advisors | INVESTMENT ADVISORY | $40,092 | not reported in the loaded dataset |
| Nationwide | SERVICE PROVIDER | $17,546 | $446 |
| Economic Group Pension Svcs | TPA | $17,546 | not reported in the loaded dataset |