2023 Form 5500 filing — Living Care Lifestyles 401(K) 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 20241015113649NAL0057253074001) for Living Care Lifestyles 401(K) Profit Sharing Plan, reported by Millennium Advisors, Inc. under EIN 91-1644545 and plan number 002. It reports 648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113649NAL0057253074001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Millennium Advisors, Inc.
- EIN
- 91-1644545
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,581,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,581,779
- Employer contributions
- $365,015
- Participant contributions
- $584,418
- Total income / additions
- $1,646,105
- Benefits paid
- $420,306
- Administrative expenses
- $57,436
- Total expenses
- $477,977
- Net increase / (decrease)
- $1,168,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $50,001 | $0 |
| Evergreen Retirement Plan Consultin | TPA | $7,435 | $0 |