Plan5500

Era Living, LLC 401(K) Plan — Form 5500 plan (Era 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, Era Living, LLC 401(K) Plan is a benefit plan reported by Era Living, LLC under EIN 26-1609826 and plan number 001. The latest loaded filing year is 2023. The filing reports 874 participants and $27,604,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Era Living, LLC
EIN
26-1609826
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
874
End-of-year plan assets
$27,604,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023874H, C20241014171104NAL0015344099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,604,425
Total liabilities (EOY)
$0
Net assets (EOY)
$27,604,425
Net assets (BOY)
$22,767,733

Income & contributions

Employer contributions
$539,041
Participant contributions
$1,725,545
Total contributions
$2,426,738
Total income / additions
$6,404,738

Expenses & distributions

Benefits paid
$1,432,570
Administrative expenses
$135,476
Total expenses
$1,568,046
Net increase / (decrease)
$4,836,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial CorporationBROKER DEALER$0$45,5942023
Pension Design & Admin., Inc.THIRD PARTY ADMINISTRATOR$0$11,7892023
Td Ameritrade InstitutionalSUB-CUST SD BRKRG ASSETS$27not reported in the loaded dataset2023

Related Form 5500 pages