Epoch Senior Living 401(K) Plan — Form 5500 plan (Epoch Senior Living, LLC)
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, Epoch Senior Living 401(K) Plan is a benefit plan reported by Epoch Senior Living, LLC under EIN 20-8907071 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,272 participants and $16,643,103 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.6MPlan net assets, end of year$16,643,103
Participants1.3KCovered participants reported1,272
Assets / participant$13.1KComputed: assets ÷ participants$13,084 (computed)
Provider compensation$85K2 Schedule C provider row(s)$84,986
- Plan sponsor
- Epoch Senior Living, LLC
- EIN
- 20-8907071
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,272 | H, C | 20241004103318NAL0011309921001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,643,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,643,103
- Net assets (BOY)
- $13,789,368
Income & contributions
- Employer contributions
- $162,112
- Participant contributions
- $2,036,568
- Total contributions
- $2,383,719
- Total income / additions
- $4,625,534
Expenses & distributions
- Benefits paid
- $1,658,714
- Administrative expenses
- $84,986
- Total expenses
- $1,771,799
- Net increase / (decrease)
- $2,853,735
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
93%
Employer 7%Participant 93%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,025 | $0 | 2023 |
| Lion Street Advisors LLC | ADVISOR | $39,961 | not reported in the loaded dataset | 2023 |