2023 Form 5500 filing — Deerfield Episcopal Retirement Comm. Inc. 403(B) P
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 20250715135940NAL0002177073001) for Deerfield Episcopal Retirement Comm. Inc. 403(B) P, reported by Deerfield Episcopal Retirement Community, Inc. under EIN 56-0614176 and plan number 002. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715135940NAL0002177073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deerfield Episcopal Retirement Community, Inc.
- EIN
- 56-0614176
- Plan number
- 002
- Location
- Asheville, NC
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,474,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,474,361
- Employer contributions
- $194,974
- Participant contributions
- $597,936
- Total income / additions
- $2,473,854
- Benefits paid
- $664,039
- Administrative expenses
- $47,729
- Total expenses
- $712,132
- Net increase / (decrease)
- $1,761,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER & INVESTMEN | $46,404 | $0 |
| Mml Investors Services, Inc | BROKER/ADVISER | $0 | $18,603 |
| Retirement Plan Solutions, Inc | CONTRACT ADMIN | $3,125 | $3,771 |