Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(K) — Form 5500 plan (Acts Retirement - Life Communities, Inc.)

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, Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(K) is a benefit plan reported by Acts Retirement - Life Communities, Inc. under EIN 23-1900132 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,920 participants and $195,742,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acts Retirement - Life Communities, Inc.
EIN
23-1900132
Plan number
002
Plan type
2
Location
Ft Washington, PA
Latest filing year
2023
Participants
6,920
End-of-year plan assets
$195,742,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,920H, C20241014081357NAL0025704177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$195,742,998
Total liabilities (EOY)
$0
Net assets (EOY)
$195,742,998
Net assets (BOY)
$161,907,381

Income & contributions

Employer contributions
$6,906,502
Participant contributions
$14,329,764
Total contributions
$24,065,001
Total income / additions
$49,985,944

Expenses & distributions

Benefits paid
$15,702,217
Administrative expenses
$438,066
Total expenses
$16,150,327
Net increase / (decrease)
$33,835,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$365,825$02023
Mma SecuritiesCONSULTANT$57,541not reported in the loaded dataset2023
Baker Tilly Us, LlpCONSULTANT$14,700not reported in the loaded dataset2023

Related Form 5500 pages