Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(K) — Form 5500 plan (Acts Retirement - Life Communities, 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, Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(K) is a benefit plan reported by Acts Retirement - Life Communities, Inc. under EIN 23-1900132 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,920 participants and $195,742,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acts Retirement - Life Communities, Inc.
- EIN
- 23-1900132
- Plan number
- 002
- Plan type
- 2
- Location
- Ft Washington, PA
- Latest filing year
- 2023
- Participants
- 6,920
- End-of-year plan assets
- $195,742,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,920 | H, C | 20241014081357NAL0025704177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,742,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,742,998
- Net assets (BOY)
- $161,907,381
Income & contributions
- Employer contributions
- $6,906,502
- Participant contributions
- $14,329,764
- Total contributions
- $24,065,001
- Total income / additions
- $49,985,944
Expenses & distributions
- Benefits paid
- $15,702,217
- Administrative expenses
- $438,066
- Total expenses
- $16,150,327
- Net increase / (decrease)
- $33,835,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $365,825 | $0 | 2023 |
| Mma Securities | CONSULTANT | $57,541 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | CONSULTANT | $14,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Acts Retirement - Life Communities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ft Washington, PA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Mma Securities — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation