2023 Form 5500 filing — Senior Health Properties - South Inc 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 20240917115012NAL0002747025001) for Senior Health Properties - South Inc 401(K) Plan, reported by Senior Health Properties - South Inc under EIN 31-1571683 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,253,156
Participants563
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917115012NAL0002747025001
Plan sponsor
Senior Health Properties - South Inc
EIN
31-1571683
Plan number
001
Location
Bala Cynwyd, PA
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$475.4K
Total expenses$195.3K
Benefits paid / distributions$174.7K
Contributions
Employer$0
Participant$238.5K
Full reported line items
Total assets (EOY)
$2,253,156
Total liabilities (EOY)
$0
Net assets (EOY)
$2,253,156
Employer contributions
$0
Participant contributions
$238,491
Total income / additions
$475,351
Benefits paid
$174,688
Administrative expenses
$20,625
Total expenses
$195,313
Net increase / (decrease)
$280,038

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917115012NAL0002747025001 cover?
It is the 2023 Form 5500 filing for Senior Health Properties - South Inc 401(K) Plan, reported by Senior Health Properties - South Inc (EIN 31-1571683).
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