Life Care Pastoral Services Tax Sheltered Annuity Plan — Form 5500 plan (Life Care Pastoral Services)
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, Life Care Pastoral Services Tax Sheltered Annuity Plan is a benefit plan reported by Life Care Pastoral Services under EIN 59-3480191 and plan number 001. The latest loaded filing year is 2023. The filing reports 401 participants and $5,988,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Life Care Pastoral Services
- EIN
- 59-3480191
- Plan number
- 001
- Plan type
- 2
- Location
- Ponte Vedra Beach, FL
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $5,988,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20240927150149NAL0002433809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,988,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,988,975
- Net assets (BOY)
- $6,112,441
Income & contributions
- Employer contributions
- $237,409
- Participant contributions
- $488,785
- Total contributions
- $801,413
- Total income / additions
- $1,713,004
Expenses & distributions
- Benefits paid
- $1,818,075
- Administrative expenses
- $18,395
- Total expenses
- $1,836,470
- Net increase / (decrease)
- -$123,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,394 | $0 | 2023 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $14,244 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Life Care Pastoral Services
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ponte Vedra Beach, FL
- Principal Life Insurance Company — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation