Chateau Retirement Communities 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, Chateau Retirement Communities LLC (EIN 91-1792534) is a plan sponsor located in Woodinville, WA with 2 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
91-1792534
Location
Woodinville, WA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.6MSummed across loaded plans$6,609,601
Total reported assets$6.6M$6,610,676
Total reported participants543
Total reported liabilities$1.1K$1,075

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.6MLiabilities$1.1K
Contributions & income
Employer contributions$191.7K
Participant contributions$493K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$270.7K
Total expenses$317.3K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Chateau Retirement Communities LLC 401(K) Plan
Participants per plan272Average 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
    Plan #001 · 375 participants · 2023
  2. 2
    Plan #501 · 168 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Chateau Retirement Communities LLC
YearPlanParticipantsSchedulesFiling
2023Chateau Retirement Communities LLC 401(K) Plan375H, C20241014173704NAL0027996449001
2023Chateau Retirement Communities LLC Group Health And Welfare Plan16820260305122008NAL0002558179001

Related Form 5500 pages