Cascadia Senior Living, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cascadia 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, Cascadia Senior Living, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cascadia Senior Living, LLC under EIN 46-2174298 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $2,435,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascadia Senior Living, LLC
EIN
46-2174298
Plan number
001
Plan type
2
Location
Yakima, WA
Latest filing year
2023
Participants
381
End-of-year plan assets
$2,435,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20240927121130NAL0004216578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,435,530
Total liabilities (EOY)
$0
Net assets (EOY)
$2,435,530
Net assets (BOY)
$1,659,756

Income & contributions

Employer contributions
$63,327
Participant contributions
$418,142
Total contributions
$716,142
Total income / additions
$1,039,514

Expenses & distributions

Benefits paid
$236,566
Administrative expenses
$27,174
Total expenses
$263,740
Net increase / (decrease)
$775,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assetmark Retirement ServicesNONE$27,174not reported in the loaded dataset2023

Related Form 5500 pages