Seven Acres Jewish Senior Care Services Retirement Plan — Form 5500 plan (Seven Acres Jewish Senior Care Services, 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, Seven Acres Jewish Senior Care Services Retirement Plan is a benefit plan reported by Seven Acres Jewish Senior Care Services, Inc. under EIN 74-1143086 and plan number 002. The latest loaded filing year is 2023. The filing reports 376 participants and $6,020,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seven Acres Jewish Senior Care Services, Inc.
EIN
74-1143086
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
376
End-of-year plan assets
$6,020,645

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023376H, C20250501235655NAL0008444738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,020,645
Total liabilities (EOY)
$0
Net assets (EOY)
$6,020,645
Net assets (BOY)
$5,884,055

Income & contributions

Employer contributions
$333,204
Total contributions
$333,204
Total income / additions
$1,245,832

Expenses & distributions

Benefits paid
$1,048,109
Administrative expenses
$61,133
Total expenses
$1,109,242
Net increase / (decrease)
$136,590

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fayez Sarofim & Co.INVESTMENT ADVISOR$61,133not reported in the loaded dataset2023

Related Form 5500 pages