The Villas Of Holly Brook Senior Living, LLC — 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, The Villas Of Holly Brook Senior Living, LLC (EIN 81-4466361) is a plan sponsor located in Charleston, IL with 1 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
81-4466361
Location
Charleston, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,391,607
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,391,607

Contributions & income

Employer contributions
$521,632
Participant contributions
$864,415
Total income / additions
$1,952,634

Expenses & distributions

Benefits paid / distributions
$678,664
Total expenses
$774,144
Net increase / (decrease)
$1,178,490

Coverage

Total reported participants
879
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

The Villas Of Holly Brook Senior Living, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Phillips' Companies 401(K) Plan001573$3,391,6072023
Villas Of Holly Brook Hwbp501306not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Villas Of Holly Brook Senior Living, LLC
YearPlanParticipantsSchedulesFiling
2023Phillips' Companies 401(K) Plan573H, C20240920143647NAL0007963425001
2023Villas Of Holly Brook Hwbp30620250506084704NAL0006697315001

Related Form 5500 pages