2023 Form 5500 filing — Epoch Senior Living 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 20241004103318NAL0011309921001) for Epoch Senior Living 401(K) Plan, reported by Epoch Senior Living, LLC under EIN 20-8907071 and plan number 001. It reports 1,272 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)$16.6MReported net assets$16,643,103
Participants1.3K1,272
Provider compensation$85K2 Schedule C row(s)$84,986
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004103318NAL0011309921001
- Plan sponsor
- Epoch Senior Living, LLC
- EIN
- 20-8907071
- Plan number
- 001
- Location
- Waltham, MA
- Received date
- not reported in the loaded dataset
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)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,643,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,643,103
- Employer contributions
- $162,112
- Participant contributions
- $2,036,568
- Total income / additions
- $4,625,534
- Benefits paid
- $1,658,714
- Administrative expenses
- $84,986
- Total expenses
- $1,771,799
- Net increase / (decrease)
- $2,853,735
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,025 | $0 |
| Lion Street Advisors LLC | ADVISOR | $39,961 | not reported in the loaded dataset |