Mature Care Of Standifer Place 401(K) Plan — Form 5500 plan (Mature Care Of Standifer Place, 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, Mature Care Of Standifer Place 401(K) Plan is a benefit plan reported by Mature Care Of Standifer Place, LLC under EIN 26-1235729 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $4,199,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mature Care Of Standifer Place, LLC
EIN
26-1235729
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
568
End-of-year plan assets
$4,199,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023568H, C20240731153554NAL0022581697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,199,797
Total liabilities (EOY)
$0
Net assets (EOY)
$4,199,797
Net assets (BOY)
$3,415,631

Income & contributions

Employer contributions
$98,197
Participant contributions
$350,185
Total contributions
$503,245
Total income / additions
$1,029,465

Expenses & distributions

Benefits paid
$232,022
Administrative expenses
$12,293
Total expenses
$245,299
Net increase / (decrease)
$784,166

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings SecuritiesINVESTMENT ADVISORY$9,022$32023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,271$02023

Related Form 5500 pages