Stonegate Senior Living, Lp 401(K) Plan — Form 5500 plan (Stonegate Senior Living, Lp)

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, Stonegate Senior Living, Lp 401(K) Plan is a benefit plan reported by Stonegate Senior Living, Lp under EIN 75-2961469 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,975 participants and $19,886,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stonegate Senior Living, Lp
EIN
75-2961469
Plan number
001
Plan type
2
Location
Lewisville, TX
Latest filing year
2023
Participants
1,975
End-of-year plan assets
$19,886,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,975H, C20240823144744NAL0003222003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,886,926
Total liabilities (EOY)
$0
Net assets (EOY)
$19,886,926
Net assets (BOY)
$16,992,638

Income & contributions

Participant contributions
$1,139,381
Total contributions
$1,150,989
Total income / additions
$4,249,541

Expenses & distributions

Benefits paid
$1,176,683
Administrative expenses
$118,933
Total expenses
$1,355,253
Net increase / (decrease)
$2,894,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Armanino, LlpTPA$10,738$02023
John Hancock UsaRECORDKEEPER$1,816$02023

Related Form 5500 pages