2023 Form 5500 filing — Southview Senior Communities 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 20241010082835NAL0019801297001) for Southview Senior Communities 401(K) Plan, reported by Southview Senior Living Management, LLC under EIN 26-1942031 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010082835NAL0019801297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southview Senior Living Management, LLC
- EIN
- 26-1942031
- Plan number
- 001
- Location
- Lilydale, MN
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,619,750
- Net assets (EOY)
- $12,619,750
- Employer contributions
- $598,926
- Participant contributions
- $709,445
- Total income / additions
- $3,212,123
- Benefits paid
- $288,865
- Administrative expenses
- $5,291
- Total expenses
- $294,156
- Net increase / (decrease)
- $2,917,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tax Sheltered Compensation | CONTRACT ADMIN | $4,441 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $850 | not reported in the loaded dataset |