Home Greenfield Senior Living, Inc. Greenfield Senior Living 401(K) Plan Greenfield Senior Living 401(K) Plan — Form 5500 plan (Greenfield Senior Living, 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, Greenfield Senior Living 401(K) Plan is a benefit plan reported by Greenfield Senior Living, Inc. under EIN 20-5217942 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $1,233,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Greenfield Senior Living, Inc.
EIN 20-5217942
Plan number 001
Plan type 2
Location Falls Church, VA
Latest filing year 2023
Participants 549
End-of-year plan assets $1,233,069 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 549 H, C 20240215152220NAL0009438915001 2023 845 H, C 20240215152251NAL0026140866001 2023 391 H, C 20240215152329NAL0050525025001 2023 305 H, C 20260116140422NAL0024745474001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $737,744
Total liabilities (EOY) $0
Net assets (EOY) $737,744
Net assets (BOY) $946,975 Income & contributions
Employer contributions $14,917
Participant contributions $33,258
Total contributions $58,614
Total income / additions $197,369 Expenses & distributions
Benefits paid $389,647
Administrative expenses $16,953
Total expenses $406,600
Net increase / (decrease) -$209,231 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Tag Resources, LLC RECORDKEEPER $11,460 $3 2023 Admin. Group, LLC Dba Tag Resources RECORD KEEPER $10,426 $0 2023 Tag Resources, LLC RECORDKEEPER $10,068 $0 2023 Transamerica Financial Life Ins RECORDKEEPER $9,167 $0 2023 Transamerica Financial Life Ins RECORDKEEPER $8,671 $0 2023 Transamerica Financial Life Ins RECORD KEEPER $6,527 $0 2023 Tag Resources, LLC RECORDKEEPER $5,347 $0 2023 Transamerica Financial Life Ins RECORDKEEPER $4,499 $0 2023 Lpl Financial BROKER $0 $113 2023 Lpl Financial BROKER $0 $68 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources