Easter Seals Delaware & Marylands Eastern Shore Retirement Plan — Form 5500 plan (Easter Seals Delaware & Marylands Eastern Shore)
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, Easter Seals Delaware & Marylands Eastern Shore Retirement Plan is a benefit plan reported by Easter Seals Delaware & Marylands Eastern Shore under EIN 51-0066728 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $14,354,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals Delaware & Marylands Eastern Shore
- EIN
- 51-0066728
- Plan number
- 001
- Plan type
- 2
- Location
- New Castle, DE
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $14,354,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20240821090550NAL0003754113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,354,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,354,562
- Net assets (BOY)
- $12,842,752
Income & contributions
- Employer contributions
- $343,123
- Participant contributions
- $716,935
- Total contributions
- $1,158,591
- Total income / additions
- $3,070,688
Expenses & distributions
- Benefits paid
- $1,518,459
- Administrative expenses
- $20,579
- Total expenses
- $1,558,878
- Net increase / (decrease)
- $1,511,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Valley Advisor Group | INVESTMENT ADVISORY | $0 | $27,522 | 2023 |
| Atlantic Pension Services In | CONTRACT ADMINISTRATOR | $12,034 | $5,377 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,473 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Seals Delaware & Marylands Eastern Shore
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in New Castle, DE
- Great Valley Advisor Group — Schedule C compensation
- Atlantic Pension Services In — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation