Leisure Care 401(K) Plan — Form 5500 plan (Leisure Care, 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, Leisure Care 401(K) Plan is a benefit plan reported by Leisure Care, LLC under EIN 41-2087817 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,409 participants and $44,443,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leisure Care, LLC
EIN
41-2087817
Plan number
001
Plan type
3
Location
Seattle, WA
Latest filing year
2023
Participants
4,409
End-of-year plan assets
$44,443,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,409H, C20241015200430NAL0029560753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,443,865
Total liabilities (EOY)
$850
Net assets (EOY)
$44,443,015
Net assets (BOY)
$37,418,486

Income & contributions

Employer contributions
$1,195,190
Participant contributions
$3,171,223
Total contributions
$4,573,231
Total income / additions
$10,654,781

Expenses & distributions

Benefits paid
$3,256,188
Administrative expenses
$287,754
Total expenses
$3,630,252
Net increase / (decrease)
$7,024,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$226,125$02023
Pinnacle Financial Services, LLCSERVICE PROVIDER$50,325not reported in the loaded dataset2023
3(16) Fiduciary Services CorpSERVICE PROVIDER$12,662not reported in the loaded dataset2023

Related Form 5500 pages