Hawthorn Senior Living LLC 401(K) Plan — Form 5500 plan (Hawthorn Senior 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, Hawthorn Senior Living LLC 401(K) Plan is a benefit plan reported by Hawthorn Senior Living, LLC under EIN 37-1860512 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,525 participants and $12,746,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawthorn Senior Living, LLC
- EIN
- 37-1860512
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 1,525
- End-of-year plan assets
- $12,746,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,525 | H, C | 20240731133648NAL0034066768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,746,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,746,505
- Net assets (BOY)
- $10,708,444
Income & contributions
- Employer contributions
- $678,686
- Participant contributions
- $1,447,010
- Total contributions
- $2,225,746
- Total income / additions
- $4,045,590
Expenses & distributions
- Benefits paid
- $1,892,432
- Administrative expenses
- $115,097
- Total expenses
- $2,007,529
- Net increase / (decrease)
- $2,038,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | NONE | $53,478 | not reported in the loaded dataset | 2023 |
| Grove, Mueller & Swant, Pc | NONE | $22,100 | not reported in the loaded dataset | 2023 |
| Independent Retirement | NONE | $15,408 | $6,681 | 2023 |
| Northwest Capital Management Inc | NONE | $14,263 | not reported in the loaded dataset | 2023 |
| Saalfeld Griggs Pc | NONE | $8,449 | not reported in the loaded dataset | 2023 |
| Alpha Impressions | NONE | $925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawthorn Senior Living, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Voya Retirement Insurance And Annui — Schedule C compensation
- Grove, Mueller & Swant, Pc — Schedule C compensation
- Independent Retirement — Schedule C compensation
- Northwest Capital Management Inc — Schedule C compensation
- Saalfeld Griggs Pc — Schedule C compensation
- Alpha Impressions — Schedule C compensation