Tel Hai Retirement Community 401(K) Plan — Form 5500 plan (Tel Hai 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, Tel Hai Retirement Community 401(K) Plan is a benefit plan reported by Tel Hai Retirement Community under EIN 23-2039189 and plan number 002. The latest loaded filing year is 2023. The filing reports 348 participants and $14,163,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tel Hai Retirement Community
- EIN
- 23-2039189
- Plan number
- 002
- Plan type
- 2
- Location
- Honey Brook, PA
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $14,163,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241206080212NAL0003680259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,163,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,163,089
- Net assets (BOY)
- $12,261,251
Income & contributions
- Employer contributions
- $335,448
- Participant contributions
- $675,431
- Total contributions
- $1,122,379
- Total income / additions
- $3,180,564
Expenses & distributions
- Benefits paid
- $1,208,323
- Administrative expenses
- $70,403
- Total expenses
- $1,278,726
- Net increase / (decrease)
- $1,901,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Comprehensive Financial Planning, I | INVESTMENT MANAGER | $49,621 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, LLC | TPA | $17,591 | not reported in the loaded dataset | 2023 |