Elder Services Of Cape Cod And The Islands, Inc. 403(B) Plan — Form 5500 plan (Elder Services Of Cape Cod And The Islands, 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, Elder Services Of Cape Cod And The Islands, Inc. 403(B) Plan is a benefit plan reported by Elder Services Of Cape Cod And The Islands, Inc under EIN 04-2523904 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $5,184,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elder Services Of Cape Cod And The Islands, Inc
EIN
04-2523904
Plan number
002
Plan type
2
Location
South Dennis, MA
Latest filing year
2023
Participants
145
End-of-year plan assets
$5,184,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241014075555NAL0025681281003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,184,531
Net assets (EOY)
$5,184,531
Net assets (BOY)
$1,501,664

Income & contributions

Employer contributions
$520,663
Participant contributions
$187,850
Total contributions
$3,407,987
Total income / additions
$3,996,378

Expenses & distributions

Benefits paid
$292,521
Administrative expenses
$20,990
Total expenses
$313,511
Net increase / (decrease)
$3,682,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpw Solutions, LLCADVISORY$8,270$5,0002023
NationwideRECORDKEEPER$8,902not reported in the loaded dataset2023

Related Form 5500 pages