2023 Form 5500 filing — Bickford Senior Living 401(K) Retirement 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 20241011111250NAL0012409907001) for Bickford Senior Living 401(K) Retirement Plan, reported by The Eby Group, Inc. under EIN 48-1102899 and plan number 001. It reports 2,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111250NAL0012409907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Eby Group, Inc.
- EIN
- 48-1102899
- Plan number
- 001
- Location
- Olathe, KS
- Participants
- 2,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,011,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,011,690
- Employer contributions
- $410,112
- Participant contributions
- $1,447,266
- Total income / additions
- $4,118,336
- Benefits paid
- $2,429,492
- Administrative expenses
- $37,681
- Total expenses
- $2,484,919
- Net increase / (decrease)
- $1,633,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $28,955 | $0 |
| Minnesota Life Insurance Company | NONE | $8,726 | $0 |