Aristacare Mep 401(K) Plan — Form 5500 plan (Aristacare At Meadow Springs, LLC)

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, Aristacare Mep 401(K) Plan is a benefit plan reported by Aristacare At Meadow Springs, LLC under EIN 20-4755042 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $6,479,276 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aristacare At Meadow Springs, LLC
EIN
20-4755042
Plan number
001
Plan type
3
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
594
End-of-year plan assets
$6,479,276

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20241014151501NAL0015185891005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,479,276
Net assets (EOY)
$6,479,276
Net assets (BOY)
$5,289,275

Income & contributions

Employer contributions
$269,026
Participant contributions
$645,889
Total contributions
$977,009
Total income / additions
$1,781,492

Expenses & distributions

Benefits paid
$577,548
Administrative expenses
$13,943
Total expenses
$591,491
Net increase / (decrease)
$1,190,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$59,848$15,2702023
Harry RosenbergTPAnot reported in the loaded dataset$17,1812023
Intac Actuarial Services, IncTPA$8,908$6,3742023
Future Planning Consultants IncTPA$12,721not reported in the loaded dataset2023

Related Form 5500 pages