Plan5500

Charles E. Smith Life Communities — 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, Charles E. Smith Life Communities (EIN 53-0196508) is a plan sponsor located in Rockville, MD with 3 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
53-0196508
Location
Rockville, MD
Loaded plans
3
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 Charles E. Smith Life Communities

  • 3 loaded plans hold $33.5M in reported assets.
  • The largest, Charles E. Smith Life Communities Retirement Plan, holds 56% of this company's reported plan assets.
  • Plans cover 2,855 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.5MSummed across loaded plans$33,480,656
Total reported assets$33.5M$33,480,656
Total reported participants2.9K2,855
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$33.5M total assets
Net assets$33.5MLiabilities—
Contributions & income
Employer contributions$1.1M
Participant contributions$1.5M
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.5M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets56%Charles E. Smith Life Communities Retirement Plan
Participants per plan952Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Charles E. Smith Life Communities Retirement Plan$18.6M
    Plan #001 · 1,269 participants · 2023
  2. 2
    Charles E. Smith Life Communities 403(B) Plan$14.9M
    Plan #002 · 1,012 participants · 2023
  3. 3
    Charles E. Smith Life Communities Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 574 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 Charles E. Smith Life Communities. Open one for its full reported snapshot.

  1. 2023
    Charles E. Smith Life Communities Wrap Benefit Plan574 participants · 2No schedules
    View filing →
  2. 2023
    Charles E. Smith Life Communities 403(B) Plan1,012 participants · 2Sch HSch C
    View filing →
  3. 2023
    Charles E. Smith Life Communities Retirement Plan1,269 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Charles E. Smith Life Communities report on Form 5500?
Charles E. Smith Life Communities (EIN 53-0196508) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Charles E. Smith Life Communities?
The Employer Identification Number (EIN) reported for Charles E. Smith Life Communities is 53-0196508.
What is the latest Form 5500 filing year for Charles E. Smith Life Communities?
The latest loaded Form 5500 filing year for Charles E. Smith Life Communities is 2023.

Related Form 5500 pages