Plan5500

Phoenix Senior Living — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Phoenix Senior Living (EIN 27-4328606) is a plan sponsor located in Roswell, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4328606
Location
Roswell, GA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,248,018
Total reported assets$4.2M$4,248,018
Total reported participants5.8K5,818
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$2.1M
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Phoenix Senior Living 401(K) Plan
Participants per plan2,909Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Phoenix Senior Living 401(K) Plan$4.2M
    Plan #001 · 3,890 participants · 2023
  2. 2
    Phoenix Senior Living LLC Employees Health Plannot reported in the loaded dataset
    Plan #501 · 1,928 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Phoenix Senior Living
YearPlanParticipantsSchedulesFiling
2023Phoenix Senior Living LLC Employees Health Plan1,928—20240529140939NAL0020504560001
2023Phoenix Senior Living 401(K) Plan3,890H, C20241015094223NAL0016076307001

Related Form 5500 pages