2023 Form 5500 filing — Sage 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 20240823082337NAL0003078595001) for Sage Senior Living, LLC 401(K) Plan, reported by Sage Senior Living, LLC under EIN 45-0519545 and plan number 002. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823082337NAL0003078595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sage Senior Living, LLC
- EIN
- 45-0519545
- Plan number
- 002
- Location
- Springfield, PA
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,080,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,080,188
- Employer contributions
- $273,476
- Participant contributions
- $609,909
- Total income / additions
- $1,652,414
- Benefits paid
- $308,513
- Administrative expenses
- $44,838
- Total expenses
- $353,351
- Net increase / (decrease)
- $1,299,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | ADVISORY-PLAN | $20,384 | not reported in the loaded dataset |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $16,905 | $0 |
| Transamerica Retirement Solutions | RECORD KEEPER | $7,549 | $0 |