Everbrook Senior Living LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Everbrook 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, Everbrook Senior Living LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Everbrook Senior Living LLC under EIN 81-3983707 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $1,360,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everbrook Senior Living LLC
- EIN
- 81-3983707
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, IN
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $1,360,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241016122648NAL0017731699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,360,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,360,708
- Net assets (BOY)
- $619,722
Income & contributions
- Employer contributions
- $184,046
- Participant contributions
- $403,383
- Total contributions
- $730,224
- Total income / additions
- $874,040
Expenses & distributions
- Benefits paid
- $116,013
- Administrative expenses
- $13,700
- Total expenses
- $133,054
- Net increase / (decrease)
- $740,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $9,001 | not reported in the loaded dataset | 2023 |