2023 Form 5500 filing — Mature Care Of Standifer Place 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 20240731153554NAL0022581697001) for Mature Care Of Standifer Place 401(K) Plan, reported by Mature Care Of Standifer Place, LLC under EIN 26-1235729 and plan number 001. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731153554NAL0022581697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mature Care Of Standifer Place, LLC
- EIN
- 26-1235729
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,199,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,199,797
- Employer contributions
- $98,197
- Participant contributions
- $350,185
- Total income / additions
- $1,029,465
- Benefits paid
- $232,022
- Administrative expenses
- $12,293
- Total expenses
- $245,299
- Net increase / (decrease)
- $784,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M Holdings Securities | INVESTMENT ADVISORY | $9,022 | $3 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,271 | $0 |