Plan5500

Experience Senior Living 401(K) Plan — Form 5500 plan (Experience Sl Co. D/B/A Experience 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, Experience Senior Living 401(K) Plan is a benefit plan reported by Experience Sl Co. D/B/A Experience Senior Living under EIN 88-3097892 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $662,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Experience Sl Co. D/B/A Experience Senior Living
EIN
88-3097892
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
239
End-of-year plan assets
$662,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241014151845NAL0015191379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$662,651
Total liabilities (EOY)
$0
Net assets (EOY)
$662,651
Net assets (BOY)
$0

Income & contributions

Employer contributions
$228,152
Participant contributions
$278,714
Total contributions
$633,418
Total income / additions
$676,837

Expenses & distributions

Benefits paid
$10,689
Administrative expenses
$3,497
Total expenses
$14,186
Net increase / (decrease)
$662,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Retirement Plan ConsultingOTHER SERVICES$0$7502023
MorningstarINVESTMENT ADVISORY$0$402023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023

Related Form 5500 pages