Saunders House Employee Savings & Retirement Plan — Form 5500 plan (Old Man'S Home Of Philadelphia)
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, Saunders House Employee Savings & Retirement Plan is a benefit plan reported by Old Man'S Home Of Philadelphia under EIN 23-1352250 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $5,144,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Old Man'S Home Of Philadelphia
- EIN
- 23-1352250
- Plan number
- 001
- Plan type
- 2
- Location
- Wynnewood, PA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $5,144,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241001090611NAL0006533617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,144,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,144,790
- Net assets (BOY)
- $6,088,727
Income & contributions
- Employer contributions
- $2,851
- Participant contributions
- $15,467
- Total contributions
- $18,318
- Total income / additions
- $849,552
Expenses & distributions
- Benefits paid
- $1,738,131
- Administrative expenses
- $55,358
- Total expenses
- $1,793,489
- Net increase / (decrease)
- -$943,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $24,432 | $0 | 2023 |
| Wick Capital Partners | NONE | $21,286 | not reported in the loaded dataset | 2023 |
| Wick Capital Partners. | NONE | $9,640 | not reported in the loaded dataset | 2023 |