2023 Form 5500 filing — Tandem Senior Living Advisors, Inc.

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 20240826160118NAL0017810784001) for Tandem Senior Living Advisors, Inc., reported by Spectrum Consultants, Inc. under EIN 56-1290405 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,364,784
Participants33
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826160118NAL0017810784001
Plan sponsor
Spectrum Consultants, Inc.
EIN
56-1290405
Plan number
001
Location
Gastonia, NC
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$982.4K
Benefits paid / distributions$979.9K
Contributions
Employer$134.5K
Participant$301.7K
Full reported line items
Total assets (EOY)
$5,364,784
Total liabilities (EOY)
$0
Net assets (EOY)
$5,364,784
Employer contributions
$134,497
Participant contributions
$301,664
Total income / additions
$1,683,138
Benefits paid
$979,912
Administrative expenses
$2,532
Total expenses
$982,444
Net increase / (decrease)
$700,694

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826160118NAL0017810784001 cover?
It is the 2023 Form 5500 filing for Tandem Senior Living Advisors, Inc., reported by Spectrum Consultants, Inc. (EIN 56-1290405).
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