2023 Form 5500 filing — Miravida Living Retirement 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 20240911143837NAL0007179473001) for Miravida Living Retirement Plan, reported by Miravida Living, Inc. under EIN 39-1032234 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,811,266
Participants301
Provider compensation$2.6K1 Schedule C row(s)$2,595
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911143837NAL0007179473001
Plan sponsor
Miravida Living, Inc.
EIN
39-1032234
Plan number
001
Location
Oshkosh, WI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$902.8K
Benefits paid / distributions$900.2K
Contributions
Employer$150.2K
Participant$190.7K
Full reported line items
Total assets (EOY)
$5,811,266
Total liabilities (EOY)
$0
Net assets (EOY)
$5,811,266
Employer contributions
$150,201
Participant contributions
$190,707
Total income / additions
$1,145,396
Benefits paid
$900,189
Administrative expenses
$2,595
Total expenses
$902,784
Net increase / (decrease)
$242,612
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $2.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911143837NAL0007179473001 cover?
It is the 2023 Form 5500 filing for Miravida Living Retirement Plan, reported by Miravida Living, Inc. (EIN 39-1032234).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages