Carmel Valley Manor 403(B)(7) Plan — Form 5500 plan (Carmel Valley Manor)
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, Carmel Valley Manor 403(B)(7) Plan is a benefit plan reported by Carmel Valley Manor under EIN 94-6050476 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $7,497,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carmel Valley Manor
- EIN
- 94-6050476
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, CA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $7,497,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241011164752NAL0011196131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,497,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,497,947
- Net assets (BOY)
- $6,210,924
Income & contributions
- Employer contributions
- $161,696
- Participant contributions
- $655,239
- Total contributions
- $816,935
- Total income / additions
- $1,910,667
Expenses & distributions
- Benefits paid
- $612,434
- Administrative expenses
- $11,210
- Total expenses
- $623,644
- Net increase / (decrease)
- $1,287,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Retirement Solutions | SERVICE PROVIDER | $0 | $1,812 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $193 | 2023 |