Brethren Hillcrest Homes 403(B) Plan — Form 5500 plan (Brethren Hillcrest Homes)
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, Brethren Hillcrest Homes 403(B) Plan is a benefit plan reported by Brethren Hillcrest Homes under EIN 95-1809564 and plan number 002. The latest loaded filing year is 2023. The filing reports 302 participants and $8,958,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brethren Hillcrest Homes
- EIN
- 95-1809564
- Plan number
- 002
- Plan type
- 2
- Location
- Laverne, CA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $8,958,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241014151225NAL0013511619001 |
| 2023 | 285 | H, C | 20241112132302NAL0033556626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,667,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,667,060
- Net assets (BOY)
- $8,580,079
Income & contributions
- Employer contributions
- $316,393
- Participant contributions
- $400,453
- Total contributions
- $746,262
- Total income / additions
- $2,109,532
Expenses & distributions
- Benefits paid
- $937,507
- Administrative expenses
- $70,864
- Total expenses
- $1,022,551
- Net increase / (decrease)
- $1,086,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | NONE | $33,075 | not reported in the loaded dataset | 2023 |
| Nationwide Trust Company | TRUST CUSTODIAN | $18,924 | $13,376 | 2023 |
| Clarke Lanzen Skalla | THIRD PARTY MONEY MANAGE | $31,210 | not reported in the loaded dataset | 2023 |
| Nationwide | TRUST CUSTODIAN | $22,822 | $6,102 | 2023 |
| National Benefit Services | THIRD PARTY ADMIN | $11,220 | $4,459 | 2023 |
| Peery & Associates, Inc. | NONE | $8,743 | not reported in the loaded dataset | 2023 |
| Iron-Co Financial | NONE | $4,411 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Co. | NONE | $1,765 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors | NONE | $75 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brethren Hillcrest Homes
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Laverne, CA
- Pensionmark Financial Group LLC — Schedule C compensation
- Nationwide Trust Company — Schedule C compensation
- Clarke Lanzen Skalla — Schedule C compensation
- Nationwide — Schedule C compensation
- National Benefit Services — Schedule C compensation
- Peery & Associates, Inc. — Schedule C compensation
- Iron-Co Financial — Schedule C compensation
- Nationwide Life Insurance Co. — Schedule C compensation
- Lincoln Financial Advisors — Schedule C compensation