2023 Form 5500 filing — Greenfield Senior Living 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240215152220NAL0009438915001) for Greenfield Senior Living 401(K) Plan, reported by Greenfield Senior Living, Inc. under EIN 20-5217942 and plan number 001. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240215152220NAL0009438915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenfield Senior Living, Inc.
- EIN
- 20-5217942
- Plan number
- 001
- Location
- Falls Church, VA
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $737,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $737,744
- Employer contributions
- $14,917
- Participant contributions
- $33,258
- Total income / additions
- $197,369
- Benefits paid
- $389,647
- Administrative expenses
- $16,953
- Total expenses
- $406,600
- Net increase / (decrease)
- -$209,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tag Resources, LLC | RECORDKEEPER | $11,460 | $3 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $10,426 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $10,068 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $9,167 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $8,671 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $6,527 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $5,347 | $0 |
| Transamerica Financial Life Ins | RECORDKEEPER | $4,499 | $0 |
| Lpl Financial | BROKER | $0 | $113 |
| Lpl Financial | BROKER | $0 | $68 |