Supportive Living Services, Inc. 401k Profit Sharing Plan — Form 5500 plan (Supportive 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, Supportive Living Services, Inc. 401k Profit Sharing Plan is a benefit plan reported by Supportive Living Services, Inc. under EIN 25-1439680 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $2,876,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Supportive Living Services, Inc.
EIN
25-1439680
Plan number
002
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
146
End-of-year plan assets
$2,876,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015103912NAL0016162771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,876,398
Total liabilities (EOY)
$0
Net assets (EOY)
$2,876,398
Net assets (BOY)
$3,243,849

Income & contributions

Employer contributions
$138,964
Participant contributions
$165,228
Total contributions
$306,378
Total income / additions
$737,947

Expenses & distributions

Benefits paid
$1,077,760
Administrative expenses
$23,091
Total expenses
$1,105,398
Net increase / (decrease)
-$367,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital GroupretirementplanservicesRECORDKEEPER$10,537$02023
Northwest BankINVESTMENT ADVISOR$9,905not reported in the loaded dataset2023
Baker Tilly Vantagen, LLCCONTRACT ADMIN$4,209not reported in the loaded dataset2023

Related Form 5500 pages