Plan5500

Prestige Management Employee Plan — Form 5500 plan (Northpoint Senior Services, 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, Prestige Management Employee Plan is a benefit plan reported by Northpoint Senior Services, LLC under EIN 22-3858078 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,692 participants and $40,028,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northpoint Senior Services, LLC
EIN
22-3858078
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
4,692
End-of-year plan assets
$40,028,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,692H, C20241015073105NAL0028933793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,028,228
Total liabilities (EOY)
$108,325
Net assets (EOY)
$39,919,903
Net assets (BOY)
$35,147,160

Income & contributions

Employer contributions
$185,407
Participant contributions
$3,406,081
Total contributions
$4,097,061
Total income / additions
$9,040,387

Expenses & distributions

Benefits paid
$3,947,846
Administrative expenses
$242,797
Total expenses
$4,267,644
Net increase / (decrease)
$4,772,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$206,604$02023
Sortino Advisory Partners, LLCRETAINED BY CLIENT$36,294not reported in the loaded dataset2023

Related Form 5500 pages