Isl Employees & Affiliates 401(K) Plan — Form 5500 plan (Integral 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, Isl Employees & Affiliates 401(K) Plan is a benefit plan reported by Integral Senior Living, LLC under EIN 33-0879575 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,109 participants and $12,579,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integral Senior Living, LLC
EIN
33-0879575
Plan number
001
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
4,109
End-of-year plan assets
$12,579,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,109H, C20241013103629NAL0014007459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,579,967
Total liabilities (EOY)
$0
Net assets (EOY)
$12,579,967
Net assets (BOY)
$11,883,917

Income & contributions

Employer contributions
$115,323
Participant contributions
$4,257,570
Total contributions
$4,657,633
Total income / additions
$6,601,672

Expenses & distributions

Benefits paid
$3,306,994
Administrative expenses
$256,735
Total expenses
$3,595,446
Net increase / (decrease)
$3,006,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$256,735$02023

Related Form 5500 pages