Hillandale Gettysburg Lp Employee Savings & Retirement Plan — Form 5500 plan (Hillandale Gettysburg, Lp)

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, Hillandale Gettysburg Lp Employee Savings & Retirement Plan is a benefit plan reported by Hillandale Gettysburg, Lp under EIN 23-2975280 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,190 participants and $31,023,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hillandale Gettysburg, Lp
EIN
23-2975280
Plan number
001
Plan type
2
Location
Gettysburg, PA
Latest filing year
2023
Participants
1,190
End-of-year plan assets
$31,023,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,190H, C20241015114143NAL0028225729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,023,377
Net assets (EOY)
$31,023,377
Net assets (BOY)
$29,153,717

Income & contributions

Employer contributions
$1,054,775
Participant contributions
$2,075,297
Total contributions
$3,193,370
Total income / additions
$7,041,215

Expenses & distributions

Benefits paid
$5,035,835
Administrative expenses
$106,079
Total expenses
$5,171,555
Net increase / (decrease)
$1,869,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$102,690$02023
Royal Alliance Associates, Inc.BROKER$0$79,5162023

Related Form 5500 pages