Sage Senior Living, LLC — 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, Sage Senior Living, LLC (EIN 45-0519545) is a plan sponsor located in Springfield, 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
45-0519545
Location
Springfield, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,080,188
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,080,188

Contributions & income

Employer contributions
$273,476
Participant contributions
$609,909
Total income / additions
$1,652,414

Expenses & distributions

Benefits paid / distributions
$308,513
Total expenses
$353,351
Net increase / (decrease)
$1,299,063

Coverage

Total reported participants
1,049
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Sage Senior Living, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sage Senior Living, LLC 401(K) Plan002469$4,080,1882023
Sagelife Welfare Benefit Plan501580not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sage Senior Living, LLC
YearPlanParticipantsSchedulesFiling
2023Sage Senior Living, LLC 401(K) Plan469H, C20240823082337NAL0003078595001
2023Sagelife Welfare Benefit Plan58020250401131824NAL0004337779001

Related Form 5500 pages