Quarryville Presbyterian Retirement Community 401(K) Plan — Form 5500 plan (Quarryville Presbyterian Retirement Community)
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, Quarryville Presbyterian Retirement Community 401(K) Plan is a benefit plan reported by Quarryville Presbyterian Retirement Community under EIN 23-1314352 and plan number 003. The latest loaded filing year is 2023. The filing reports 236 participants and $4,959,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quarryville Presbyterian Retirement Community
- EIN
- 23-1314352
- Plan number
- 003
- Plan type
- 2
- Location
- Quarryville, PA
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $4,959,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241010111358NAL0019975249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,959,413
- Total liabilities (EOY)
- $5,977
- Net assets (EOY)
- $4,953,436
- Net assets (BOY)
- $4,108,767
Income & contributions
- Employer contributions
- $112,973
- Participant contributions
- $346,781
- Total contributions
- $567,186
- Total income / additions
- $1,082,354
Expenses & distributions
- Benefits paid
- $192,052
- Administrative expenses
- $45,633
- Total expenses
- $237,685
- Net increase / (decrease)
- $844,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $19,812 | not reported in the loaded dataset | 2023 |
| Murray Wealth Management | INVESTMENT ADVISOR | $15,591 | not reported in the loaded dataset | 2023 |
| Efficient Advisors | INVESTMENT MANAGER | $10,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quarryville Presbyterian Retirement Community
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Quarryville, PA
- Professional Capital Services, LLC — Schedule C compensation
- Murray Wealth Management — Schedule C compensation
- Efficient Advisors — Schedule C compensation