Civitas Senior Healthcare 401k Plan — Form 5500 plan (Civitas Senior Healthcare 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, Civitas Senior Healthcare 401k Plan is a benefit plan reported by Civitas Senior Healthcare LLC under EIN 45-5284618 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,813 participants and $2,472,002 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.5MPlan net assets, end of year$2,472,002
Participants1.8KCovered participants reported1,813
Assets / participant$1.4KComputed: assets ÷ participants$1,363 (computed)
Provider compensation$191.5K2 Schedule C provider row(s)$191,511
- Plan sponsor
- Civitas Senior Healthcare LLC
- EIN
- 45-5284618
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,813 | H, C | 20241011155439NAL0011148963001 |
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,472,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,472,002
- Net assets (BOY)
- $2,330,718
Income & contributions
- Participant contributions
- $648,735
- Total contributions
- $725,915
- Total income / additions
- $1,158,354
Expenses & distributions
- Benefits paid
- $816,559
- Administrative expenses
- $191,511
- Total expenses
- $1,017,070
- Net increase / (decrease)
- $141,284
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.
Total expenses ÷ net assets41%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets8%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan Fiduciary Services, LLC | RECORDKEEPER | $145,641 | $0 | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $45,870 | $0 | 2023 |