2023 Form 5500 filing — Spectrum Retirement 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 20241011120030NAL0036855024001) for Spectrum Retirement Communities 401(K) Plan, reported by Spectrum Retirement Communities, LLC under EIN 20-0110890 and plan number 002. It reports 1,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120030NAL0036855024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Retirement Communities, LLC
- EIN
- 20-0110890
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 1,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,868,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,868,005
- Employer contributions
- $601,706
- Participant contributions
- $1,906,942
- Total income / additions
- $4,855,343
- Benefits paid
- $2,525,426
- Administrative expenses
- $104,153
- Total expenses
- $2,707,188
- Net increase / (decrease)
- $2,148,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,287 | $0 |
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $44,760 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,047 | not reported in the loaded dataset |