Emory Valley Center Employee Retirement Plan — Form 5500 plan (Emory Valley 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, Emory Valley Center Employee Retirement Plan is a benefit plan reported by Emory Valley Center under EIN 62-0762198 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $3,543,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emory Valley Center
- EIN
- 62-0762198
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Ridge, TN
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $3,543,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20250130151529NAL0001479712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,543,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,543,243
- Net assets (BOY)
- $3,440,363
Income & contributions
- Employer contributions
- $136,974
- Participant contributions
- $240,508
- Total contributions
- $385,058
- Total income / additions
- $777,648
Expenses & distributions
- Benefits paid
- $643,069
- Administrative expenses
- $31,699
- Total expenses
- $674,768
- Net increase / (decrease)
- $102,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | RECORDKEEPER | $13,266 | $0 | 2023 |
| Access Retirement Services | OTHER SERVICES | $9,300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $322 | $0 | 2023 |