Scenic Living Communities Inc 401(K) Plan — Form 5500 plan (Scenic Living Communities, Inc.)
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, Scenic Living Communities Inc 401(K) Plan is a benefit plan reported by Scenic Living Communities, Inc. under EIN 42-1019567 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $1,687,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scenic Living Communities, Inc.
- EIN
- 42-1019567
- Plan number
- 001
- Plan type
- 2
- Location
- Iowa Falls, IA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $1,687,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241004093458NAL0006560387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,687,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,687,415
- Net assets (BOY)
- $1,506,125
Income & contributions
- Employer contributions
- $116,665
- Participant contributions
- $298,839
- Total contributions
- $425,809
- Total income / additions
- $662,658
Expenses & distributions
- Benefits paid
- $461,638
- Administrative expenses
- $19,730
- Total expenses
- $481,368
- Net increase / (decrease)
- $181,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,730 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $5,409 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scenic Living Communities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Iowa Falls, IA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation