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, Morningstar Senior Living 401(K) Plan is a benefit plan reported by Morningstar Senior Living, Inc. under EIN 22-2717623 and plan number 002. The latest loaded filing year is 2023. The filing reports 421 participants and $8,294,690 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,294,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,294,690
- Net assets (BOY)
- $7,993,135
Income & contributions
- Employer contributions
- $236,864
- Participant contributions
- $481,326
- Total contributions
- $786,419
- Total income / additions
- $1,607,755
Expenses & distributions
- Benefits paid
- $1,225,513
- Administrative expenses
- $72,016
- Total expenses
- $1,306,200
- Net increase / (decrease)
- $301,555