Plan5500

Hearthstone Senior Communities Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hearthstone Senior Communities Inc (EIN 23-2856813) is a plan sponsor located in Bala Cynwyd, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2856813
Location
Bala Cynwyd, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hearthstone Senior Communities Inc

  • 2 loaded plans hold $2.2M in reported assets.
  • The largest, Hearthstone Senior Communities Inc 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,226 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,209,631
Total reported assets$2.2M$2,212,758
Total reported participants1.2K1,226
Total reported liabilities$3.1K$3,127

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$3.1K
Contributions & income
Employer contributions$0
Participant contributions$267.4K
Total income / additions$531.3K
Expenses & distributions
Benefits paid / distributions$358.6K
Total expenses$378K
Net increase / (decrease)$153.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Hearthstone Senior Communities Inc 401(K) Plan
Participants per plan613Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hearthstone Senior Communities Inc 401(K) Plan$2.2M
    Plan #001 · 614 participants · 2023
  2. 2
    Hearthstone Senior Communitiesnot reported in the loaded dataset
    Plan #501 · 612 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hearthstone Senior Communities Inc. Open one for its full reported snapshot.

  1. 2023
    Hearthstone Senior Communities Inc 401(K) Plan614 participants · 2Sch I
    View filing →
  2. 2023
    Hearthstone Senior Communities612 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hearthstone Senior Communities Inc report on Form 5500?
Hearthstone Senior Communities Inc (EIN 23-2856813) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hearthstone Senior Communities Inc?
The Employer Identification Number (EIN) reported for Hearthstone Senior Communities Inc is 23-2856813.
What is the latest Form 5500 filing year for Hearthstone Senior Communities Inc?
The latest loaded Form 5500 filing year for Hearthstone Senior Communities Inc is 2023.

Related Form 5500 pages