Jms Senior Living 401(K) — Form 5500 plan (Jms Senior Living)

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, Jms Senior Living 401(K) is a benefit plan reported by Jms Senior Living under EIN 47-5385213 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $1,058,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jms Senior Living
EIN
47-5385213
Plan number
001
Plan type
2
Location
Jefferson City, MO
Latest filing year
2023
Participants
152
End-of-year plan assets
$1,058,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241217071825NAL0001313859001
2023243H, C20241008153740NAL0016956289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,036,429

Income & contributions

Total contributions
$0
Total income / additions
$14,344

Expenses & distributions

Benefits paid
$1,039,908
Administrative expenses
$10,865
Total expenses
$1,050,773
Net increase / (decrease)
-$1,036,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Retirement SolutionsNONE$10,865$02023
Alerus Retirement SolutionsNONE$6,562$02023

Related Form 5500 pages