Civitas Senior Healthcare 401k Plan — Form 5500 plan (Civitas Senior Healthcare 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, Civitas Senior Healthcare 401k Plan is a benefit plan reported by Civitas Senior Healthcare LLC under EIN 45-5284618 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,813 participants and $2,472,002 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.5MPlan net assets, end of year$2,472,002
Participants1.8KCovered participants reported1,813
Assets / participant$1.4KComputed: assets ÷ participants$1,363 (computed)
Provider compensation$191.5K2 Schedule C provider row(s)$191,511
Plan sponsor
Civitas Senior Healthcare LLC
EIN
45-5284618
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,813H, C20241011155439NAL0011148963001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1M
Benefits paid / distributions$816.6K
Contributions
EmployerNot reported
Participant$648.7K
Full reported line items

Net assets

Total assets (EOY)
$2,472,002
Total liabilities (EOY)
$0
Net assets (EOY)
$2,472,002
Net assets (BOY)
$2,330,718

Income & contributions

Participant contributions
$648,735
Total contributions
$725,915
Total income / additions
$1,158,354

Expenses & distributions

Benefits paid
$816,559
Administrative expenses
$191,511
Total expenses
$1,017,070
Net increase / (decrease)
$141,284
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets41%Computed ratio
Benefits paid ÷ total income70%Computed ratio
Provider comp. ÷ net assets8%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan Fiduciary Services, LLCRECORDKEEPER$145,641$02023
Transamerica Financial Life InsuranRECORDKEEPER$45,870$02023

Related Form 5500 pages