New Perspective Senior Living 401(K) Plan — Form 5500 plan (New Perspective 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, New Perspective Senior Living 401(K) Plan is a benefit plan reported by New Perspective Senior Living, LLC under EIN 61-1572941 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,488 participants and $11,615,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Perspective Senior Living, LLC
EIN
61-1572941
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
1,488
End-of-year plan assets
$11,615,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,488H, C20241015082637NAL0048485808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,615,780
Total liabilities (EOY)
$158,755
Net assets (EOY)
$11,457,025
Net assets (BOY)
$6,319,169

Income & contributions

Employer contributions
$1,313,608
Participant contributions
$2,464,853
Total contributions
$4,959,168
Total income / additions
$6,475,507

Expenses & distributions

Benefits paid
$1,051,191
Administrative expenses
$205,446
Total expenses
$1,337,651
Net increase / (decrease)
$5,137,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$163,405$02023
Hays Companies, Inc.NONE$42,041$02023

Related Form 5500 pages