2023 Form 5500 filing — Wingate Living 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 20241007165842NAL0007795699001) for Wingate Living Investment Plan, reported by Wingate Senior Living, LLC under EIN 84-3237905 and plan number 001. It reports 1,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007165842NAL0007795699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wingate Senior Living, LLC
- EIN
- 84-3237905
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 1,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,008,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,008,808
- Employer contributions
- $0
- Participant contributions
- $492,442
- Total income / additions
- $5,870,855
- Benefits paid
- $4,739,667
- Administrative expenses
- $137,349
- Total expenses
- $4,887,073
- Net increase / (decrease)
- $983,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Trust Company | RECORDKEEPER | $110,217 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,346 | $0 |
| Jp Morgan Securities LLC | ADVISOR | $5,735 | not reported in the loaded dataset |