2023 Form 5500 filing — Applewood Centers, Inc. Tax Deferred 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 20250415144544NAL0003393953001) for Applewood Centers, Inc. Tax Deferred Savings Plan, reported by Applewood Centers, Inc. under EIN 34-0714571 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415144544NAL0003393953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applewood Centers, Inc.
- EIN
- 34-0714571
- Plan number
- 001
- Location
- Shaker Heights, OH
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,216,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,216,438
- Employer contributions
- $35,933
- Participant contributions
- $225,571
- Total income / additions
- $824,438
- Benefits paid
- $300,715
- Administrative expenses
- $30,506
- Total expenses
- $342,504
- Net increase / (decrease)
- $481,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,720 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $3,786 | not reported in the loaded dataset |