South Shore Elder Services, Inc. Profit Sharing Plan — Form 5500 plan (South Shore 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, South Shore Elder Services, Inc. Profit Sharing Plan is a benefit plan reported by South Shore Elder Services, Inc. under EIN 04-2596213 and plan number 005. The latest loaded filing year is 2023. The filing reports 241 participants and $7,557,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Shore Elder Services, Inc.
EIN
04-2596213
Plan number
005
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
241
End-of-year plan assets
$7,557,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20250403113124NAL0005759363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,557,846
Total liabilities (EOY)
$0
Net assets (EOY)
$7,557,846
Net assets (BOY)
$6,392,534

Income & contributions

Participant contributions
$499,201
Total contributions
$1,128,493
Total income / additions
$2,059,182

Expenses & distributions

Benefits paid
$817,952
Administrative expenses
$75,918
Total expenses
$893,870
Net increase / (decrease)
$1,165,312

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaNONE$73,433$02023
Sentinel Benefits Group, Inc.NONE$2,485not reported in the loaded dataset2023

Related Form 5500 pages