Engel Burman Senior Housing 401(K) Plan — Form 5500 plan (Engel Burman Senior Housing)
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, Engel Burman Senior Housing 401(K) Plan is a benefit plan reported by Engel Burman Senior Housing under EIN 11-3481326 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,460 participants and $26,265,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engel Burman Senior Housing
- EIN
- 11-3481326
- Plan number
- 001
- Plan type
- 2
- Location
- Ronkonkoma, NY
- Latest filing year
- 2023
- Participants
- 2,460
- End-of-year plan assets
- $26,265,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,460 | H, C | 20241015081447NAL0014233923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,265,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,265,032
- Net assets (BOY)
- $20,092,046
Income & contributions
- Employer contributions
- $378,507
- Participant contributions
- $4,150,764
- Total contributions
- $5,393,261
- Total income / additions
- $9,019,956
Expenses & distributions
- Benefits paid
- $2,603,021
- Administrative expenses
- $127,407
- Total expenses
- $2,846,970
- Net increase / (decrease)
- $6,172,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $82,917 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $38,187 | $0 | 2023 |
| Stonehill Fidcuciary Management | INVESTMENT/FINANCIAL ADVI | $12,602 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Engel Burman Senior Housing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ronkonkoma, NY
- Adp, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Stonehill Fidcuciary Management — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation