2023 Form 5500 filing — Stonegate Senior Living, Lp 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 20240823144744NAL0003222003001) for Stonegate Senior Living, Lp 401(K) Plan, reported by Stonegate Senior Living, Lp under EIN 75-2961469 and plan number 001. It reports 1,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823144744NAL0003222003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stonegate Senior Living, Lp
- EIN
- 75-2961469
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 1,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,886,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,886,926
- Participant contributions
- $1,139,381
- Total income / additions
- $4,249,541
- Benefits paid
- $1,176,683
- Administrative expenses
- $118,933
- Total expenses
- $1,355,253
- Net increase / (decrease)
- $2,894,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino, Llp | TPA | $10,738 | $0 |
| John Hancock Usa | RECORDKEEPER | $1,816 | $0 |