Spectrum Retirement Communities 401(K) Plan — Form 5500 plan (Spectrum Retirement Communities, 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, Spectrum Retirement Communities 401(K) Plan is a benefit plan reported by Spectrum Retirement Communities, LLC under EIN 20-0110890 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,759 participants and $11,868,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectrum Retirement Communities, LLC
- EIN
- 20-0110890
- Plan number
- 002
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 1,759
- End-of-year plan assets
- $11,868,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,759 | H, C | 20241011120030NAL0036855024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,868,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,868,005
- Net assets (BOY)
- $9,719,850
Income & contributions
- Employer contributions
- $601,706
- Participant contributions
- $1,906,942
- Total contributions
- $3,091,787
- Total income / additions
- $4,855,343
Expenses & distributions
- Benefits paid
- $2,525,426
- Administrative expenses
- $104,153
- Total expenses
- $2,707,188
- Net increase / (decrease)
- $2,148,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $63,287 | $0 | 2023 |
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $44,760 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectrum Retirement Communities, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Cook Street Consulting Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation