2023 Form 5500 filing — Legacy Senior 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 20241015141405NAL0014809475001) for Legacy Senior Living, LLC 401(K) Plan, reported by Legacy Senior Living, LLC under EIN 20-5770211 and plan number 001. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141405NAL0014809475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Senior Living, LLC
- EIN
- 20-5770211
- Plan number
- 001
- Location
- Cleveland, TN
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,129,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,129,348
- Employer contributions
- $31,681
- Participant contributions
- $183,444
- Total income / additions
- $383,135
- Benefits paid
- $199,098
- Administrative expenses
- $16,406
- Total expenses
- $215,504
- Net increase / (decrease)
- $167,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $11,356 | $0 |
| Merrill Lynch Life Agency | INVEST ADVISORY-PLAN | $3,135 | not reported in the loaded dataset |
| Erisa Services | RECORDKEEPER | $2,984 | $22 |