Wickshire Senior Living 401(K) Plan — Form 5500 plan (Wickshire 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, Wickshire Senior Living 401(K) Plan is a benefit plan reported by Wickshire Senior Living, LLC under EIN 84-2737255 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,001 participants and $684,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wickshire Senior Living, LLC
EIN
84-2737255
Plan number
001
Plan type
2
Location
Nolensville, TN
Latest filing year
2023
Participants
1,001
End-of-year plan assets
$684,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,001H, C20241015125023NAL0047985632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$684,940
Total liabilities (EOY)
$0
Net assets (EOY)
$684,940
Net assets (BOY)
$572,346

Income & contributions

Participant contributions
$152,450
Total contributions
$152,450
Total income / additions
$256,070

Expenses & distributions

Benefits paid
$102,223
Administrative expenses
$8,387
Total expenses
$143,476
Net increase / (decrease)
$112,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$8,387$02023

Related Form 5500 pages