2023 Form 5500 filing — Kisco Senior Living, LLC Employee Savings And Profit Sharing 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 20241015115907NAL0047722704001) for Kisco Senior Living, LLC Employee Savings And Profit Sharing Plan, reported by Kisco Senior Living, LLC under EIN 13-3924314 and plan number 001. It reports 136 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)$19MReported net assets$19,047,720
Participants136
Provider compensation$57.4K2 Schedule C row(s)$57,380
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115907NAL0047722704001
Plan sponsor
Kisco Senior Living, LLC
EIN
13-3924314
Plan number
001
Location
Carlsbad, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$19M total assets
Net assets$19MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$261.1K
Participant$1000K
Full reported line items
Total assets (EOY)
$19,047,720
Total liabilities (EOY)
$0
Net assets (EOY)
$19,047,720
Employer contributions
$261,145
Participant contributions
$999,992
Total income / additions
$4,290,442
Benefits paid
$1,532,534
Administrative expenses
$57,380
Total expenses
$1,589,914
Net increase / (decrease)
$2,700,528
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $42.9K
  2. 2
    RECORDKEEPER · Direct $14.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115907NAL0047722704001 cover?
It is the 2023 Form 5500 filing for Kisco Senior Living, LLC Employee Savings And Profit Sharing Plan, reported by Kisco Senior Living, LLC (EIN 13-3924314).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages