Plan5500

Erickson Community 401(K) Plan — Form 5500 plan (Oak Crest Village, Inc.)

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, Erickson Community 401(K) Plan is a benefit plan reported by Oak Crest Village, Inc. under EIN 52-1874053 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,694 participants and $259,763,142 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oak Crest Village, Inc.
EIN
52-1874053
Plan number
002
Plan type
3
Location
Cantonsville, MD
Latest filing year
2023
Participants
14,694
End-of-year plan assets
$259,763,142

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,694H, C20241009081733NAL0030736096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$259,763,142
Total liabilities (EOY)
$0
Net assets (EOY)
$259,763,142
Net assets (BOY)
$214,975,440

Income & contributions

Employer contributions
$8,590,352
Participant contributions
$24,709,783
Total contributions
$36,952,651
Total income / additions
$71,883,298

Expenses & distributions

Benefits paid
$26,291,503
Administrative expenses
$631,873
Total expenses
$27,095,596
Net increase / (decrease)
$44,787,702

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$617,463$02023
Capfinancial Partners,NONE$37,303not reported in the loaded dataset2023
Venable LlpNONE$20,082$2,1722023

Related Form 5500 pages