Tempe Life Care Village, Inc. 403(B) Plan — Form 5500 plan (Tempe Life Care Village, Inc. Dba Friendship)

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, Tempe Life Care Village, Inc. 403(B) Plan is a benefit plan reported by Tempe Life Care Village, Inc. Dba Friendship under EIN 86-0335417 and plan number 002. The latest loaded filing year is 2023. The filing reports 592 participants and $6,535,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tempe Life Care Village, Inc. Dba Friendship
EIN
86-0335417
Plan number
002
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
592
End-of-year plan assets
$6,535,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023592H, C20241002180136NAL0015756512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,535,366
Total liabilities (EOY)
$0
Net assets (EOY)
$6,535,366
Net assets (BOY)
$5,551,975

Income & contributions

Employer contributions
$197,760
Participant contributions
$644,833
Total contributions
$872,882
Total income / additions
$1,790,246

Expenses & distributions

Benefits paid
$754,246
Administrative expenses
$52,609
Total expenses
$806,855
Net increase / (decrease)
$983,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,609$02023
Wells Fargo Advisors Fin NetworkINVESTMENT ADVISORY$0$14,0162023

Related Form 5500 pages