Arbutus Park Manor Retirement Savings Plan — Form 5500 plan (Arbutus Park Manor)
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, Arbutus Park Manor Retirement Savings Plan is a benefit plan reported by Arbutus Park Manor under EIN 23-7064174 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $4,274,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arbutus Park Manor
- EIN
- 23-7064174
- Plan number
- 001
- Plan type
- 2
- Location
- Johnstown, PA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $4,274,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241014091428NAL0026884593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,274,095
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,274,095
- Net assets (BOY)
- $4,584,417
Income & contributions
- Employer contributions
- $105,946
- Participant contributions
- $245,105
- Total contributions
- $351,051
- Total income / additions
- $898,985
Expenses & distributions
- Benefits paid
- $1,177,500
- Administrative expenses
- $31,807
- Total expenses
- $1,209,307
- Net increase / (decrease)
- -$310,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $28,557 | $0 | 2023 |
| Nylife Securities LLC | BROKER | $0 | $10,998 | 2023 |
| Metro Benefits, I Nc | RECORDKEEPER | $3,250 | $0 | 2023 |