2023 Form 5500 filing — Chateau Retirement Communities LLC 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 20241014173704NAL0027996449001) for Chateau Retirement Communities LLC 401(K) Plan, reported by Chateau Retirement Communities LLC under EIN 91-1792534 and plan number 001. It reports 375 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)$6.6MReported net assets$6,609,601
Participants375
Provider compensation$44K2 Schedule C row(s)$44,007
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014173704NAL0027996449001
- Plan sponsor
- Chateau Retirement Communities LLC
- EIN
- 91-1792534
- Plan number
- 001
- Location
- Woodinville, WA
- 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)$6.6M total assets
Net assets$6.6MLiabilities$1.1K
Full reported line items
- Total assets (EOY)
- $6,610,676
- Total liabilities (EOY)
- $1,075
- Net assets (EOY)
- $6,609,601
- Employer contributions
- $191,676
- Participant contributions
- $493,005
- Total income / additions
- $1,650,751
- Benefits paid
- $270,742
- Administrative expenses
- $46,573
- Total expenses
- $317,315
- Net increase / (decrease)
- $1,333,436
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors | NONE | $26,514 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $17,493 | not reported in the loaded dataset |