Bickford Senior Living 401(K) Retirement Plan — Form 5500 plan (The Eby Group, 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, Bickford Senior Living 401(K) Retirement Plan is a benefit plan reported by The Eby Group, Inc. under EIN 48-1102899 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,065 participants and $14,011,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Eby Group, Inc.
EIN
48-1102899
Plan number
001
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
2,065
End-of-year plan assets
$14,011,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,065H, C20241011111250NAL0012409907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,011,690
Total liabilities (EOY)
$0
Net assets (EOY)
$14,011,690
Net assets (BOY)
$12,378,273

Income & contributions

Employer contributions
$410,112
Participant contributions
$1,447,266
Total contributions
$1,950,889
Total income / additions
$4,118,336

Expenses & distributions

Benefits paid
$2,429,492
Administrative expenses
$37,681
Total expenses
$2,484,919
Net increase / (decrease)
$1,633,417

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$28,955$02023
Minnesota Life Insurance CompanyNONE$8,726$02023

Related Form 5500 pages