Applewood Centers, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Applewood Centers, INC.
  • Sponsor EIN: 340714571
  • Sponsor Address: 22001 FAIRMOUNT BLVD., SHAKER HEIGHTS, OH, 44118
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 234
  • Total Assets: $4.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023234$4.2M$35,933$225,571
2022222$3.7M$33,320$190,886

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