Sage Senior Living, LLC 401(K) Plan — Form 5500 plan (Sage 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, Sage Senior Living, LLC 401(K) Plan is a benefit plan reported by Sage Senior Living, LLC under EIN 45-0519545 and plan number 002. The latest loaded filing year is 2023. The filing reports 469 participants and $4,080,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sage Senior Living, LLC
- EIN
- 45-0519545
- Plan number
- 002
- Plan type
- 2
- Location
- Springfield, PA
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $4,080,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20240823082337NAL0003078595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,080,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,080,188
- Net assets (BOY)
- $2,781,125
Income & contributions
- Employer contributions
- $273,476
- Participant contributions
- $609,909
- Total contributions
- $1,063,014
- Total income / additions
- $1,652,414
Expenses & distributions
- Benefits paid
- $308,513
- Administrative expenses
- $44,838
- Total expenses
- $353,351
- Net increase / (decrease)
- $1,299,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | ADVISORY-PLAN | $20,384 | not reported in the loaded dataset | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $16,905 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $7,549 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sage Senior Living, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Springfield, PA
- Lpl Financial — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation