Assisted Living Services, Inc. 401(K) Plan — Form 5500 plan (Assisted Living Services, Inc.)

Plain-English plan 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, Assisted Living Services, Inc. 401(K) Plan is a benefit plan reported by Assisted Living Services, Inc. under EIN 06-1469250 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $4,606,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assisted Living Services, Inc.
EIN
06-1469250
Plan number
001
Plan type
2
Location
Cheshire, CT
Latest filing year
2023
Participants
300
End-of-year plan assets
$4,606,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241011100818NAL0036610928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,606,638
Total liabilities (EOY)
$226
Net assets (EOY)
$4,606,412
Net assets (BOY)
$3,744,804

Income & contributions

Employer contributions
$163,934
Participant contributions
$284,592
Total contributions
$453,256
Total income / additions
$1,081,340

Expenses & distributions

Benefits paid
$201,099
Administrative expenses
$18,633
Total expenses
$219,732
Net increase / (decrease)
$861,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchBROKER$15,632not reported in the loaded dataset2023
Pension ConsultantsTPA$1,770not reported in the loaded dataset2023

Related Form 5500 pages