2023 Form 5500 filing — Canterbury Woods 401(K) Retirement 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 20260302115910NAL0000984337001) for Canterbury Woods 401(K) Retirement Savings Plan, reported by Episcopal Church Home & Affiliates Life Care Community, Inc. under EIN 16-1490676 and plan number 001. It reports 179 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)$4.5MReported net assets$4,489,896
Participants179
Provider compensation$42.4K2 Schedule C row(s)$42,405
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260302115910NAL0000984337001
Plan sponsor
Episcopal Church Home & Affiliates Life Care Community, Inc.
EIN
16-1490676
Plan number
001
Location
Williamsville, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$178.7K
Benefits paid / distributions$144.4K
Contributions
Employer$31.6K
Participant$326.1K
Full reported line items
Total assets (EOY)
$4,489,896
Total liabilities (EOY)
$0
Net assets (EOY)
$4,489,896
Employer contributions
$31,633
Participant contributions
$326,080
Total income / additions
$1,106,196
Benefits paid
$144,366
Administrative expenses
$34,348
Total expenses
$178,714
Net increase / (decrease)
$927,482
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $34.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260302115910NAL0000984337001 cover?
It is the 2023 Form 5500 filing for Canterbury Woods 401(K) Retirement Savings Plan, reported by Episcopal Church Home & Affiliates Life Care Community, Inc. (EIN 16-1490676).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages