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, Southview Senior Communities 401(K) Plan is a benefit plan reported by Southview Senior Living Management, LLC under EIN 26-1942031 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $12,619,750 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,619,750
- Net assets (EOY)
- $12,619,750
- Net assets (BOY)
- $9,701,783
Income & contributions
- Employer contributions
- $598,926
- Participant contributions
- $709,445
- Total contributions
- $1,430,892
- Total income / additions
- $3,212,123
Expenses & distributions
- Benefits paid
- $288,865
- Administrative expenses
- $5,291
- Total expenses
- $294,156
- Net increase / (decrease)
- $2,917,967