2023 Form 5500 filing — Hearthstone Senior Communities 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 20241002100540NAL0008634465001) for Hearthstone Senior Communities Inc 401(K) Plan, reported by Hearthstone Senior Communities Inc under EIN 23-2856813 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,209,631
Participants614
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002100540NAL0008634465001
Plan sponsor
Hearthstone Senior Communities Inc
EIN
23-2856813
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)$2.2M total assets
Net assets$2.2MLiabilities$3.1K
Money in vs. money out
Total income / additions$531.3K
Total expenses$378K
Benefits paid / distributions$358.6K
Contributions
Employer$0
Participant$267.4K
Full reported line items
Total assets (EOY)
$2,212,758
Total liabilities (EOY)
$3,127
Net assets (EOY)
$2,209,631
Employer contributions
$0
Participant contributions
$267,356
Total income / additions
$531,292
Benefits paid
$358,560
Administrative expenses
$19,408
Total expenses
$377,968
Net increase / (decrease)
$153,324

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002100540NAL0008634465001 cover?
It is the 2023 Form 5500 filing for Hearthstone Senior Communities Inc 401(K) Plan, reported by Hearthstone Senior Communities Inc (EIN 23-2856813).
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