Aegis Senior Communities, LLC 401(K) Plan — Form 5500 plan (Aegis Senior Communities, 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, Aegis Senior Communities, LLC 401(K) Plan is a benefit plan reported by Aegis Senior Communities, LLC under EIN 74-3062793 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,879 participants and $18,829,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aegis Senior Communities, LLC
EIN
74-3062793
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
2,879
End-of-year plan assets
$18,829,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,879H, C20241014150531NAL0027654433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,829,094
Total liabilities (EOY)
$0
Net assets (EOY)
$18,829,094
Net assets (BOY)
$14,785,520

Income & contributions

Employer contributions
-$304
Participant contributions
$3,218,468
Total contributions
$3,392,273
Total income / additions
$5,692,150

Expenses & distributions

Benefits paid
$1,466,031
Administrative expenses
$112,851
Total expenses
$1,648,576
Net increase / (decrease)
$4,043,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$63,619not reported in the loaded dataset2023
M Holdings Securities, Inc.NONE$49,232not reported in the loaded dataset2023

Related Form 5500 pages