Waveny Care Center Tax Sheltered Annuity Plan — Form 5500 plan (Waveny Care Center)
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, Waveny Care Center Tax Sheltered Annuity Plan is a benefit plan reported by Waveny Care Center under EIN 06-0859588 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $17,844,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waveny Care Center
- EIN
- 06-0859588
- Plan number
- 001
- Plan type
- 2
- Location
- New Canaan, CT
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $17,844,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241015130500NAL0049523248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,844,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,844,489
- Net assets (BOY)
- $16,634,668
Income & contributions
- Participant contributions
- $1,031,664
- Total contributions
- $1,147,602
- Total income / additions
- $3,304,964
Expenses & distributions
- Benefits paid
- $2,035,591
- Administrative expenses
- $59,552
- Total expenses
- $2,095,143
- Net increase / (decrease)
- $1,209,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Farther Finance Advisors LLC | NONE | $25,502 | not reported in the loaded dataset | 2023 |
| Pasi LLC | NONE | $14,486 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions | NONE | $8,501 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | NONE | $6,884 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $3,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waveny Care Center
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Canaan, CT
- Farther Finance Advisors LLC — Schedule C compensation
- Pasi LLC — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation