Old Colony Elder Services, Inc 401k Plan — Form 5500 plan (Old Colony Elder Services, Inc)

Plain-English plan 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, Old Colony Elder Services, Inc 401k Plan is a benefit plan reported by Old Colony Elder Services, Inc under EIN 01-0644916 and plan number 003. The latest loaded filing year is 2023. The filing reports 324 participants and $9,818,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Old Colony Elder Services, Inc
EIN
01-0644916
Plan number
003
Plan type
2
Location
Brockton, MA
Latest filing year
2023
Participants
324
End-of-year plan assets
$9,818,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H, C20241011064659NAL0036270720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,818,323
Total liabilities (EOY)
$0
Net assets (EOY)
$9,818,323
Net assets (BOY)
$8,891,480

Income & contributions

Employer contributions
$376,768
Participant contributions
$501,912
Total contributions
$951,359
Total income / additions
$2,517,910

Expenses & distributions

Benefits paid
$1,541,357
Administrative expenses
$49,710
Total expenses
$1,591,067
Net increase / (decrease)
$926,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin ServicesNONE$49,710$02023

Related Form 5500 pages