2023 Form 5500 filing — Senior Connections 403(B) 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 20240708091113NAL0019580208001) for Senior Connections 403(B) Plan, reported by Senior Connections under EIN 54-0950714 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,298,838
Participants125
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708091113NAL0019580208001
Plan sponsor
Senior Connections
EIN
54-0950714
Plan number
001
Location
Richmond, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities
Money in vs. money out
Total income / additions$953.9K
Total expenses$198K
Benefits paid / distributions$197.5K
Contributions
Employer$237.6K
Participant$156.2K
Full reported line items
Total assets (EOY)
$4,298,838
Net assets (EOY)
$4,298,838
Employer contributions
$237,621
Participant contributions
$156,219
Total income / additions
$953,893
Benefits paid
$197,531
Administrative expenses
$468
Total expenses
$197,999
Net increase / (decrease)
$755,894

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708091113NAL0019580208001 cover?
It is the 2023 Form 5500 filing for Senior Connections 403(B) Plan, reported by Senior Connections (EIN 54-0950714).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages