2023 Form 5500 filing — Senior Operations LLC 401(K) Profit Sharing Investment 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 20240930160901NAL0005772209001) for Senior Operations LLC 401(K) Profit Sharing Investment Plan, reported by Senior Operations LLC under EIN 94-2918781 and plan number 003. It reports 3,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160901NAL0005772209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Senior Operations LLC
- EIN
- 94-2918781
- Plan number
- 003
- Location
- Bartlett, IL
- Participants
- 3,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,281,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $339,281,486
- Employer contributions
- $7,172,614
- Participant contributions
- $11,498,525
- Total income / additions
- $73,872,617
- Benefits paid
- $37,760,992
- Administrative expenses
- $62,794
- Total expenses
- $38,010,999
- Net increase / (decrease)
- $35,861,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Senior Us Holdings Inc Dba Senior | NONE | $56,636 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | RECORDKEEPER | $6,758 | $0 |