2023 Form 5500 filing — Hawthorn Senior Living LLC 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 20240731133648NAL0034066768001) for Hawthorn Senior Living LLC 401(K) Plan, reported by Hawthorn Senior Living, LLC under EIN 37-1860512 and plan number 001. It reports 1,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731133648NAL0034066768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawthorn Senior Living, LLC
- EIN
- 37-1860512
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 1,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,746,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,746,505
- Employer contributions
- $678,686
- Participant contributions
- $1,447,010
- Total income / additions
- $4,045,590
- Benefits paid
- $1,892,432
- Administrative expenses
- $115,097
- Total expenses
- $2,007,529
- Net increase / (decrease)
- $2,038,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | NONE | $53,478 | not reported in the loaded dataset |
| Grove, Mueller & Swant, Pc | NONE | $22,100 | not reported in the loaded dataset |
| Independent Retirement | NONE | $15,408 | $6,681 |
| Northwest Capital Management Inc | NONE | $14,263 | not reported in the loaded dataset |
| Saalfeld Griggs Pc | NONE | $8,449 | not reported in the loaded dataset |
| Alpha Impressions | NONE | $925 | not reported in the loaded dataset |