2023 Form 5500 filing — Supportive Living Services, Inc. 401k Profit Sharing 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 20241015103912NAL0016162771001) for Supportive Living Services, Inc. 401k Profit Sharing Plan, reported by Supportive Living Services, Inc. under EIN 25-1439680 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103912NAL0016162771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Supportive Living Services, Inc.
- EIN
- 25-1439680
- Plan number
- 002
- Location
- Erie, PA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,876,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,876,398
- Employer contributions
- $138,964
- Participant contributions
- $165,228
- Total income / additions
- $737,947
- Benefits paid
- $1,077,760
- Administrative expenses
- $23,091
- Total expenses
- $1,105,398
- Net increase / (decrease)
- -$367,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Groupretirementplanservices | RECORDKEEPER | $10,537 | $0 |
| Northwest Bank | INVESTMENT ADVISOR | $9,905 | not reported in the loaded dataset |
| Baker Tilly Vantagen, LLC | CONTRACT ADMIN | $4,209 | not reported in the loaded dataset |