Serenity Lane Health Services And Affiliated Companies Pension Plan — Form 5500 plan (Serenity Lane Health 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, Serenity Lane Health Services And Affiliated Companies Pension Plan is a benefit plan reported by Serenity Lane Health Services under EIN 94-3113708 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $2,882,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Serenity Lane Health Services
- EIN
- 94-3113708
- Plan number
- 001
- Plan type
- 2
- Location
- Coburg, OR
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $2,882,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241112132359NAL0009888739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,882,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,882,610
- Net assets (BOY)
- $2,633,483
Income & contributions
- Employer contributions
- $342,362
- Total contributions
- $342,649
- Total income / additions
- $582,036
Expenses & distributions
- Benefits paid
- $280,727
- Administrative expenses
- $52,182
- Total expenses
- $332,909
- Net increase / (decrease)
- $249,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Pensions Northwest, LLC | TPA | $20,829 | not reported in the loaded dataset | 2023 |
| Martin Capital Partners LLC | INVESTMENT ADVISOR | $19,503 | not reported in the loaded dataset | 2023 |
| Bval Cpas & Advisors Llp | AUDITOR | $9,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Serenity Lane Health Services
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Coburg, OR
- Prime Pensions Northwest, LLC — Schedule C compensation
- Martin Capital Partners LLC — Schedule C compensation
- Bval Cpas & Advisors Llp — Schedule C compensation