Plan5500

Woodlands Senior Living 401(K) Ps Plan — Form 5500 plan (Woodlands Senior Living)

Plain-English plan 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, Woodlands Senior Living 401(K) Ps Plan is a benefit plan reported by Woodlands Senior Living under EIN 01-0546232 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $1,065,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woodlands Senior Living
EIN
01-0546232
Plan number
001
Plan type
2
Location
Waterville, ME
Latest filing year
2023
Participants
333
End-of-year plan assets
$1,065,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20240726104649NAL0015829761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,065,940
Net assets (EOY)
$1,065,940
Net assets (BOY)
$907,955

Income & contributions

Employer contributions
$43,589
Participant contributions
$158,234
Total contributions
$218,727
Total income / additions
$420,074

Expenses & distributions

Benefits paid
$240,910
Administrative expenses
$21,179
Total expenses
$262,089
Net increase / (decrease)
$157,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Servinot reported in the loaded dataset$12,576not reported in the loaded dataset2023

Related Form 5500 pages