2023 Form 5500 filing — Everbrook Senior Living LLC 401(K) Profit Sharing Plan & Trust
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 20241016122648NAL0017731699001) for Everbrook Senior Living LLC 401(K) Profit Sharing Plan & Trust, reported by Everbrook Senior Living LLC under EIN 81-3983707 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016122648NAL0017731699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everbrook Senior Living LLC
- EIN
- 81-3983707
- Plan number
- 001
- Location
- Shelbyville, IN
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,360,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,360,708
- Employer contributions
- $184,046
- Participant contributions
- $403,383
- Total income / additions
- $874,040
- Benefits paid
- $116,013
- Administrative expenses
- $13,700
- Total expenses
- $133,054
- Net increase / (decrease)
- $740,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $9,001 | not reported in the loaded dataset |