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, Wingate Living Investment Plan is a benefit plan reported by Wingate Senior Living, LLC under EIN 84-3237905 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,436 participants and $26,008,808 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,008,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,008,808
- Net assets (BOY)
- $25,025,026
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $492,442
- Total contributions
- $569,070
- Total income / additions
- $5,870,855
Expenses & distributions
- Benefits paid
- $4,739,667
- Administrative expenses
- $137,349
- Total expenses
- $4,887,073
- Net increase / (decrease)
- $983,782