Legend Senior Living, LLC 401(K) Plan — Form 5500 plan (Legend Senior Living, LLC)

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, Legend Senior Living, LLC 401(K) Plan is a benefit plan reported by Legend Senior Living, LLC under EIN 03-0425250 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,173 participants and $8,279,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legend Senior Living, LLC
EIN
03-0425250
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
1,173
End-of-year plan assets
$8,279,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,173H, C20241015085509NAL0048564752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,279,686
Total liabilities (EOY)
$0
Net assets (EOY)
$8,279,686
Net assets (BOY)
$6,296,461

Income & contributions

Employer contributions
$490,734
Participant contributions
$1,329,355
Total contributions
$1,998,515
Total income / additions
$3,196,438

Expenses & distributions

Benefits paid
$1,108,457
Administrative expenses
$45,449
Total expenses
$1,213,213
Net increase / (decrease)
$1,983,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$38,449not reported in the loaded dataset2023
Bks Retirement ServicesCONSULTANT$7,000not reported in the loaded dataset2023

Related Form 5500 pages