2023 Form 5500 filing — Greenfield Senior Living 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240215152251NAL0026140866001) for Greenfield Senior Living 401(K) Plan, reported by Greenfield Senior Living, Inc. under EIN 20-5217942 and plan number 001. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$737.7KReported net assets$737,744
Participants845
Provider compensation$66.3K10 Schedule C row(s)$66,349
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240215152251NAL0026140866001
- Plan sponsor
- Greenfield Senior Living, Inc.
- EIN
- 20-5217942
- Plan number
- 001
- Location
- Falls Church, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$737.7K total assets
Net assets$737.7KLiabilities$0
Full reported line items
- Total assets (EOY)
- $737,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $737,744
- Employer contributions
- $14,917
- Participant contributions
- $33,258
- Total income / additions
- $197,369
- Benefits paid
- $389,647
- Administrative expenses
- $16,953
- Total expenses
- $406,600
- Net increase / (decrease)
- -$209,231
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tag Resources, LLC | RECORDKEEPER | $11,460 | $3 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $10,426 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $10,068 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $9,167 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $8,671 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $6,527 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $5,347 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $4,499 | $0 |
| Lpl Financial | BROKER | $0 | $113 |
| Lpl Financial | BROKER | $0 | $68 |