Glenwood Village Care Center Dba Glenwood Retirement Village Tax Deferred Annuity Plan — Form 5500 plan (Glenwood Village Care Center)

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, Glenwood Village Care Center Dba Glenwood Retirement Village Tax Deferred Annuity Plan is a benefit plan reported by Glenwood Village Care Center under EIN 41-0872240 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $1,057,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glenwood Village Care Center
EIN
41-0872240
Plan number
002
Plan type
2
Location
Glenwood, MN
Latest filing year
2023
Participants
150
End-of-year plan assets
$1,057,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240927085219NAL0001096083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,057,102
Total liabilities (EOY)
$0
Net assets (EOY)
$1,057,102
Net assets (BOY)
$1,079,651

Income & contributions

Employer contributions
$0
Participant contributions
$72,766
Total contributions
$72,766
Total income / additions
$166,238

Expenses & distributions

Benefits paid
$188,787
Administrative expenses
$0
Total expenses
$188,787
Net increase / (decrease)
-$22,549

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$0$6,2142023

Related Form 5500 pages