2023 Form 5500 filing — Morningstar Senior Living 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 20250415072914NAL0005942530001) for Morningstar Senior Living 401(K) Plan, reported by Morningstar Senior Living, Inc. under EIN 22-2717623 and plan number 002. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415072914NAL0005942530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morningstar Senior Living, Inc.
- EIN
- 22-2717623
- Plan number
- 002
- Location
- Nazareth, PA
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,294,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,294,690
- Employer contributions
- $236,864
- Participant contributions
- $481,326
- Total income / additions
- $1,607,755
- Benefits paid
- $1,225,513
- Administrative expenses
- $72,016
- Total expenses
- $1,306,200
- Net increase / (decrease)
- $301,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa 338 Fee | RIA RI IA | $29,076 | not reported in the loaded dataset |
| The Paragon Alliance Group, LLC | TPA FEES | $3,450 | not reported in the loaded dataset |