2023 Form 5500 filing — Era Living, 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 20241014171104NAL0015344099001) for Era Living, LLC 401(K) Plan, reported by Era Living, LLC under EIN 26-1609826 and plan number 001. It reports 874 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171104NAL0015344099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Era Living, LLC
- EIN
- 26-1609826
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 874
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,604,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,604,425
- Employer contributions
- $539,041
- Participant contributions
- $1,725,545
- Total income / additions
- $6,404,738
- Benefits paid
- $1,432,570
- Administrative expenses
- $135,476
- Total expenses
- $1,568,046
- Net increase / (decrease)
- $4,836,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Corporation | BROKER DEALER | $0 | $45,594 |
| Pension Design & Admin., Inc. | THIRD PARTY ADMINISTRATOR | $0 | $11,789 |
| Td Ameritrade Institutional | SUB-CUST SD BRKRG ASSETS | $27 | not reported in the loaded dataset |