2023 Form 5500 filing — Seven Acres Jewish Senior Care Services 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 20250501235655NAL0008444738001) for Seven Acres Jewish Senior Care Services Retirement Plan, reported by Seven Acres Jewish Senior Care Services, Inc. under EIN 74-1143086 and plan number 002. It reports 376 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)$6MReported net assets$6,020,645
Participants376
Provider compensation$61.1K1 Schedule C row(s)$61,133
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250501235655NAL0008444738001
- Plan sponsor
- Seven Acres Jewish Senior Care Services, Inc.
- EIN
- 74-1143086
- Plan number
- 002
- Location
- Houston, TX
- 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)$6M total assets
Net assets$6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,020,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,020,645
- Employer contributions
- $333,204
- Total income / additions
- $1,245,832
- Benefits paid
- $1,048,109
- Administrative expenses
- $61,133
- Total expenses
- $1,109,242
- Net increase / (decrease)
- $136,590
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fayez Sarofim & Co. | INVESTMENT ADVISOR | $61,133 | not reported in the loaded dataset |