United Zion Retirement Community 403(B) Retirement — Form 5500 plan (United Zion 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, United Zion Retirement Community 403(B) Retirement is a benefit plan reported by United Zion Retirement Community under EIN 23-1365176 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $2,910,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Zion Retirement Community
- EIN
- 23-1365176
- Plan number
- 001
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $2,910,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241009103839NAL0030940512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,910,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,910,063
- Net assets (BOY)
- $2,251,406
Income & contributions
- Employer contributions
- $100,721
- Participant contributions
- $215,195
- Total contributions
- $337,810
- Total income / additions
- $735,995
Expenses & distributions
- Benefits paid
- $60,226
- Administrative expenses
- $15,023
- Total expenses
- $77,338
- Net increase / (decrease)
- $658,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ambassador Advisors, Inc. | BROKER/ADVISOR | $12,930 | not reported in the loaded dataset | 2023 |
| Nationwide | INVESTMENT PROVIDER | $10,900 | $0 | 2023 |
| Pa Retirement Solutions | TPA | $3,303 | not reported in the loaded dataset | 2023 |