Plan5500

Colonial Oaks Senior Living Employer 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, Colonial Oaks Senior Living Employer LLC (EIN 81-4015352) is a plan sponsor located in Dallas, TX 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
81-4015352
Location
Dallas, TX
Loaded plans
1
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 Colonial Oaks Senior Living Employer LLC

  • 1 loaded plans hold $1.3M in reported assets.
  • The largest, Colonial Oaks Senior Living Employer LLC 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 499 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,317,703
Total reported assets$1.3M$1,317,703
Total reported participants499
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$134K
Total income / additions$316.9K
Expenses & distributions
Benefits paid / distributions$486.6K
Total expenses$496.7K
Net increase / (decrease)-$179.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Colonial Oaks Senior Living Employer LLC 401(K) Profit Sharing Plan & Trust
Participants per plan499Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Colonial Oaks Senior Living Employer LLC 401(K) Profit Sharing Plan & Trust$1.3M
    Plan #001 · 499 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 Colonial Oaks Senior Living Employer LLC. Open one for its full reported snapshot.

  1. 2023
    Colonial Oaks Senior Living Employer LLC 401(K) Profit Sharing Plan & Trust499 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Colonial Oaks Senior Living Employer LLC report on Form 5500?
Colonial Oaks Senior Living Employer LLC (EIN 81-4015352) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Colonial Oaks Senior Living Employer LLC?
The Employer Identification Number (EIN) reported for Colonial Oaks Senior Living Employer LLC is 81-4015352.
What is the latest Form 5500 filing year for Colonial Oaks Senior Living Employer LLC?
The latest loaded Form 5500 filing year for Colonial Oaks Senior Living Employer LLC is 2023.

Related Form 5500 pages