Retirement Plan Of Elm Terrace Gardens — Form 5500 plan (Elm Terrace Gardens)
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, Retirement Plan Of Elm Terrace Gardens is a benefit plan reported by Elm Terrace Gardens under EIN 23-2132688 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $4,999,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elm Terrace Gardens
- EIN
- 23-2132688
- Plan number
- 001
- Plan type
- 2
- Location
- Lansdale, PA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $4,999,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20250415143515NAL0001476707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,999,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,999,228
- Net assets (BOY)
- $4,856,502
Income & contributions
- Employer contributions
- $213,384
- Participant contributions
- $272,175
- Total contributions
- $485,559
- Total income / additions
- $1,041,929
Expenses & distributions
- Benefits paid
- $848,201
- Administrative expenses
- $51,002
- Total expenses
- $899,203
- Net increase / (decrease)
- $142,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security Benefit | NONE | $50,252 | $0 | 2023 |