Stoneridge Retirement Living Communities 401k Plan — Form 5500 plan (Stoneridge Retirement Living Communities)
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, Stoneridge Retirement Living Communities 401k Plan is a benefit plan reported by Stoneridge Retirement Living Communities under EIN 20-8424515 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $12,166,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoneridge Retirement Living Communities
- EIN
- 20-8424515
- Plan number
- 001
- Plan type
- 2
- Location
- Myerstown, PA
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $12,166,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241015090056NAL0016020979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,166,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,166,518
- Net assets (BOY)
- $10,895,828
Income & contributions
- Employer contributions
- $323,714
- Participant contributions
- $666,845
- Total contributions
- $1,028,305
- Total income / additions
- $2,724,895
Expenses & distributions
- Benefits paid
- $1,438,654
- Administrative expenses
- $15,551
- Total expenses
- $1,454,205
- Net increase / (decrease)
- $1,270,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,882 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,669 | not reported in the loaded dataset | 2023 |