2023 Form 5500 filing — Civitas Senior Healthcare 401k 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 20241011155439NAL0011148963001) for Civitas Senior Healthcare 401k Plan, reported by Civitas Senior Healthcare LLC under EIN 45-5284618 and plan number 001. It reports 1,813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.5MReported net assets$2,472,002
Participants1.8K1,813
Provider compensation$191.5K2 Schedule C row(s)$191,511
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011155439NAL0011148963001
- Plan sponsor
- Civitas Senior Healthcare LLC
- EIN
- 45-5284618
- Plan number
- 001
- Location
- Fort Worth, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,472,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,472,002
- Participant contributions
- $648,735
- Total income / additions
- $1,158,354
- Benefits paid
- $816,559
- Administrative expenses
- $191,511
- Total expenses
- $1,017,070
- Net increase / (decrease)
- $141,284
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | RECORDKEEPER | $145,641 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $45,870 | $0 |