2023 Form 5500 filing — Aegis Senior Communities, 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 20241014150531NAL0027654433001) for Aegis Senior Communities, LLC 401(K) Plan, reported by Aegis Senior Communities, LLC under EIN 74-3062793 and plan number 001. It reports 2,879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150531NAL0027654433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aegis Senior Communities, LLC
- EIN
- 74-3062793
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 2,879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,829,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,829,094
- Employer contributions
- -$304
- Participant contributions
- $3,218,468
- Total income / additions
- $5,692,150
- Benefits paid
- $1,466,031
- Administrative expenses
- $112,851
- Total expenses
- $1,648,576
- Net increase / (decrease)
- $4,043,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $63,619 | not reported in the loaded dataset |
| M Holdings Securities, Inc. | NONE | $49,232 | not reported in the loaded dataset |