Phoenix Senior Living 401(K) Plan — Form 5500 plan (Phoenix Senior Living)
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, Phoenix Senior Living 401(K) Plan is a benefit plan reported by Phoenix Senior Living under EIN 27-4328606 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,890 participants and $4,248,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Senior Living
- EIN
- 27-4328606
- Plan number
- 001
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $4,248,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,248,018
- Net assets (BOY)
- $2,933,627
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,097,746
- Total contributions
- $2,198,449
- Total income / additions
- $2,757,704
Expenses & distributions
- Benefits paid
- $1,299,926
- Administrative expenses
- $130,119
- Total expenses
- $1,443,313
- Net increase / (decrease)
- $1,314,391
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
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