Prestige Management Employee Plan — Form 5500 plan (Northpoint Senior Services, 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, Prestige Management Employee Plan is a benefit plan reported by Northpoint Senior Services, LLC under EIN 22-3858078 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,692 participants and $40,028,228 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39.9MPlan net assets, end of year$39,919,903
Participants4.7KCovered participants reported4,692
Assets / participant$8.5KComputed: assets ÷ participants$8,531 (computed)
Provider compensation$242.9K2 Schedule C provider row(s)$242,898
- Plan sponsor
- Northpoint Senior Services, LLC
- EIN
- 22-3858078
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,692 | H, C | 20241015073105NAL0028933793001 |
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)$40M total assets
Net assets$39.9MLiabilities$108.3K
Full reported line items
Net assets
- Total assets (EOY)
- $40,028,228
- Total liabilities (EOY)
- $108,325
- Net assets (EOY)
- $39,919,903
- Net assets (BOY)
- $35,147,160
Income & contributions
- Employer contributions
- $185,407
- Participant contributions
- $3,406,081
- Total contributions
- $4,097,061
- Total income / additions
- $9,040,387
Expenses & distributions
- Benefits paid
- $3,947,846
- Administrative expenses
- $242,797
- Total expenses
- $4,267,644
- Net increase / (decrease)
- $4,772,743
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.
95%
Employer 5%Participant 95%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $206,604 | $0 | 2023 |
| Sortino Advisory Partners, LLC | RETAINED BY CLIENT | $36,294 | not reported in the loaded dataset | 2023 |