Chateau Retirement Communities LLC 401(K) Plan — Form 5500 plan (Chateau Retirement Communities 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, Chateau Retirement Communities LLC 401(K) Plan is a benefit plan reported by Chateau Retirement Communities LLC under EIN 91-1792534 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $6,610,676 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.6MPlan net assets, end of year$6,609,601
Participants375Covered participants reported
Assets / participant$17.6KComputed: assets ÷ participants$17,628 (computed)
Provider compensation$44K2 Schedule C provider row(s)$44,007
- Plan sponsor
- Chateau Retirement Communities LLC
- EIN
- 91-1792534
- Plan number
- 001
- Plan type
- 2
- Location
- Woodinville, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241014173704NAL0027996449001 |
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)$6.6M total assets
Net assets$6.6MLiabilities$1.1K
Full reported line items
Net assets
- Total assets (EOY)
- $6,610,676
- Total liabilities (EOY)
- $1,075
- Net assets (EOY)
- $6,609,601
- Net assets (BOY)
- $5,276,165
Income & contributions
- Employer contributions
- $191,676
- Participant contributions
- $493,005
- Total contributions
- $690,014
- Total income / additions
- $1,650,751
Expenses & distributions
- Benefits paid
- $270,742
- Administrative expenses
- $46,573
- Total expenses
- $317,315
- Net increase / (decrease)
- $1,333,436
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.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | NONE | $26,514 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $17,493 | not reported in the loaded dataset | 2023 |