Plan5500

Deerfield Episcopal Retirement Comm. Inc. 403(B) P — Form 5500 plan (Deerfield Episcopal Retirement Community, 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, Deerfield Episcopal Retirement Comm. Inc. 403(B) P is a benefit plan reported by Deerfield Episcopal Retirement Community, Inc. under EIN 56-0614176 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $8,474,361 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.5MPlan net assets, end of year$8,474,361
Participants350Covered participants reported
Assets / participant$24.2KComputed: assets ÷ participants$24,212 (computed)
Provider compensation$71.9K3 Schedule C provider row(s)$71,903
Plan sponsor
Deerfield Episcopal Retirement Community, Inc.
EIN
56-0614176
Plan number
002
Plan type
2
Location
Asheville, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    350 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$712.1K
Benefits paid / distributions$664K
Contributions
Employer$195K
Participant$597.9K
Full reported line items

Net assets

Total assets (EOY)
$8,474,361
Total liabilities (EOY)
$0
Net assets (EOY)
$8,474,361
Net assets (BOY)
$6,712,639

Income & contributions

Employer contributions
$194,974
Participant contributions
$597,936
Total contributions
$792,910
Total income / additions
$2,473,854

Expenses & distributions

Benefits paid
$664,039
Administrative expenses
$47,729
Total expenses
$712,132
Net increase / (decrease)
$1,761,722
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$46.4K
    RECORDKEEPER & INVESTMEN · Direct $46.4K · Indirect $0
  2. 2
    Mml Investors Services, Inc$18.6K
    BROKER/ADVISER · Direct $0 · Indirect $18.6K
  3. 3
    Retirement Plan Solutions, Inc$6.9K
    CONTRACT ADMIN · Direct $3.1K · Indirect $3.8K

What to inspect next

Frequently asked questions

Who sponsors the Deerfield Episcopal Retirement Comm. Inc. 403(B) P?
Deerfield Episcopal Retirement Comm. Inc. 403(B) P is reported as sponsored by Deerfield Episcopal Retirement Community, Inc. (EIN 56-0614176, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Deerfield Episcopal Retirement Comm. Inc. 403(B) P?
The latest Form 5500 filing year loaded for Deerfield Episcopal Retirement Comm. Inc. 403(B) P is 2023.
How many participants does Deerfield Episcopal Retirement Comm. Inc. 403(B) P report?
Deerfield Episcopal Retirement Comm. Inc. 403(B) P reports 350 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Deerfield Episcopal Retirement Comm. Inc. 403(B) P?
Deerfield Episcopal Retirement Comm. Inc. 403(B) P reports $8,474,361 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages