2023 Form 5500 filing — Charles E. Smith Life Communities 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 20241015140716NAL0014797603006) for Charles E. Smith Life Communities Retirement Plan, reported by Charles E. Smith Life Communities under EIN 53-0196508 and plan number 001. It reports 1,269 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)$18.6MReported net assets$18,606,443
Participants1.3K1,269
Provider compensation$73.8K1 Schedule C row(s)$73,824
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015140716NAL0014797603006
Plan sponsor
Charles E. Smith Life Communities
EIN
53-0196508
Plan number
001
Location
Rockville, MD
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)$18.6M total assets
Net assets$18.6MLiabilities
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$18,606,443
Net assets (EOY)
$18,606,443
Employer contributions
$1,103,414
Total income / additions
$2,944,662
Benefits paid
$1,048,936
Administrative expenses
$73,824
Total expenses
$1,126,017
Net increase / (decrease)
$1,818,645
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $73.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140716NAL0014797603006 cover?
It is the 2023 Form 5500 filing for Charles E. Smith Life Communities Retirement Plan, reported by Charles E. Smith Life Communities (EIN 53-0196508).
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