Ezra Medical Center 403(B) Retirement Plan — Form 5500 plan (Lerfuah Medical And Rehabilitation Center Inc. Dba Ezra Medical 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, Ezra Medical Center 403(B) Retirement Plan is a benefit plan reported by Lerfuah Medical And Rehabilitation Center Inc. Dba Ezra Medical Center under EIN 11-3535388 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $3,771,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lerfuah Medical And Rehabilitation Center Inc. Dba Ezra Medical Center
- EIN
- 11-3535388
- Plan number
- 002
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $3,771,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241010132944NAL0040168034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,771,884
- Net assets (EOY)
- $3,771,884
- Net assets (BOY)
- $2,320,810
Income & contributions
- Employer contributions
- $217,651
- Participant contributions
- $690,441
- Total contributions
- $1,290,719
- Total income / additions
- $1,837,975
Expenses & distributions
- Benefits paid
- $353,684
- Administrative expenses
- $33,217
- Total expenses
- $386,901
- Net increase / (decrease)
- $1,451,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $12,185 | $0 | 2023 |
| Pcs Retirement, LLC | CONTRACT ADMIN | $8,970 | not reported in the loaded dataset | 2023 |
| Lionstreetfinancial | BROKER/ADVISOR | $8,148 | not reported in the loaded dataset | 2023 |
| Arnold Warshavchik | CONTRACT ADMIN | $300 | $7,619 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lerfuah Medical And Rehabilitation Center Inc. Dba Ezra Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Principal Life Insurance Company — Schedule C compensation
- Pcs Retirement, LLC — Schedule C compensation
- Lionstreetfinancial — Schedule C compensation
- Arnold Warshavchik — Schedule C compensation