2023 Form 5500 filing — Experience Senior Living 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 20241014151845NAL0015191379001) for Experience Senior Living 401(K) Plan, reported by Experience Sl Co. D/B/A Experience Senior Living under EIN 88-3097892 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151845NAL0015191379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Experience Sl Co. D/B/A Experience Senior Living
- EIN
- 88-3097892
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $662,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $662,651
- Employer contributions
- $228,152
- Participant contributions
- $278,714
- Total income / additions
- $676,837
- Benefits paid
- $10,689
- Administrative expenses
- $3,497
- Total expenses
- $14,186
- Net increase / (decrease)
- $662,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Retirement Plan Consulting | OTHER SERVICES | $0 | $750 |
| Morningstar | INVESTMENT ADVISORY | $0 | $40 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |