Plan5500

Senior Health Properties - South 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, Senior Health Properties - South Inc (EIN 31-1571683) 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
31-1571683
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 Senior Health Properties - South Inc

  • 2 loaded plans hold $2.3M in reported assets.
  • The largest, Senior Health Properties - South Inc 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 676 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,253,156
Total reported assets$2.3M$2,253,156
Total reported participants676
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$238.5K
Total income / additions$475.4K
Expenses & distributions
Benefits paid / distributions$174.7K
Total expenses$195.3K
Net increase / (decrease)$280K

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%Senior Health Properties - South Inc 401(K) Plan
Participants per plan338Average 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
    Senior Health Properties - South Inc 401(K) Plan$2.3M
    Plan #001 · 563 participants · 2023
  2. 2
    Senior Health Properties Southnot reported in the loaded dataset
    Plan #501 · 113 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 Senior Health Properties - South Inc. Open one for its full reported snapshot.

  1. 2023
    Senior Health Properties South113 participants · 2No schedules
    View filing →
  2. 2023
    Senior Health Properties - South Inc 401(K) Plan563 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Senior Health Properties - South Inc report on Form 5500?
Senior Health Properties - South Inc (EIN 31-1571683) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Senior Health Properties - South Inc?
The Employer Identification Number (EIN) reported for Senior Health Properties - South Inc is 31-1571683.
What is the latest Form 5500 filing year for Senior Health Properties - South Inc?
The latest loaded Form 5500 filing year for Senior Health Properties - South Inc is 2023.

Related Form 5500 pages