2023 Form 5500 filing — Senior Services Of America, LLC 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 20241009150244NAL0031646208002) for Senior Services Of America, LLC 401(K) Plan, reported by Senior Services Of America, LLC under EIN 91-2060382 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150244NAL0031646208002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Senior Services Of America, LLC
- EIN
- 91-2060382
- Plan number
- 001
- Location
- Gig Harbor, WA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,716,504
- Total liabilities (EOY)
- $3,549
- Net assets (EOY)
- $1,712,955
- Employer contributions
- $77,938
- Participant contributions
- $201,450
- Total income / additions
- $584,295
- Benefits paid
- $148,220
- Administrative expenses
- $4,880
- Total expenses
- $153,100
- Net increase / (decrease)
- $431,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group | INVESTMENT MANAGER | $4,061 | $0 |
| Rbc Capital Markets LLC | BROKER/ADVISER | $0 | $2,313 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $1,550 | $679 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,319 | $0 |