2023 Form 5500 filing — Assisted Living Services, Inc. 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 20241011100818NAL0036610928001) for Assisted Living Services, Inc. 401(K) Plan, reported by Assisted Living Services, Inc. under EIN 06-1469250 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100818NAL0036610928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assisted Living Services, Inc.
- EIN
- 06-1469250
- Plan number
- 001
- Location
- Cheshire, CT
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,606,638
- Total liabilities (EOY)
- $226
- Net assets (EOY)
- $4,606,412
- Employer contributions
- $163,934
- Participant contributions
- $284,592
- Total income / additions
- $1,081,340
- Benefits paid
- $201,099
- Administrative expenses
- $18,633
- Total expenses
- $219,732
- Net increase / (decrease)
- $861,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | BROKER | $15,632 | not reported in the loaded dataset |
| Pension Consultants | TPA | $1,770 | not reported in the loaded dataset |