Chateau Retirement Communities LLC 401(K) Plan — Form 5500 plan (Chateau Retirement 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, Chateau Retirement Communities LLC 401(K) Plan is a benefit plan reported by Chateau Retirement Communities LLC under EIN 91-1792534 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $6,610,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chateau Retirement Communities LLC
- EIN
- 91-1792534
- Plan number
- 001
- Plan type
- 2
- Location
- Woodinville, WA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $6,610,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241014173704NAL0027996449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,610,676
- Total liabilities (EOY)
- $1,075
- Net assets (EOY)
- $6,609,601
- Net assets (BOY)
- $5,276,165
Income & contributions
- Employer contributions
- $191,676
- Participant contributions
- $493,005
- Total contributions
- $690,014
- Total income / additions
- $1,650,751
Expenses & distributions
- Benefits paid
- $270,742
- Administrative expenses
- $46,573
- Total expenses
- $317,315
- Net increase / (decrease)
- $1,333,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | NONE | $26,514 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $17,493 | not reported in the loaded dataset | 2023 |