Senior Services Of America, LLC 401(K) Plan — Form 5500 plan (Senior Services Of America, 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, Senior Services Of America, LLC 401(K) Plan is a benefit plan reported by Senior Services Of America, LLC under EIN 91-2060382 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $1,716,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Senior Services Of America, LLC
- EIN
- 91-2060382
- Plan number
- 001
- Plan type
- 2
- Location
- Gig Harbor, WA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $1,716,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241009150244NAL0031646208002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,716,504
- Total liabilities (EOY)
- $3,549
- Net assets (EOY)
- $1,712,955
- Net assets (BOY)
- $1,281,760
Income & contributions
- Employer contributions
- $77,938
- Participant contributions
- $201,450
- Total contributions
- $433,713
- Total income / additions
- $584,295
Expenses & distributions
- Benefits paid
- $148,220
- Administrative expenses
- $4,880
- Total expenses
- $153,100
- Net increase / (decrease)
- $431,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group | INVESTMENT MANAGER | $4,061 | $0 | 2023 |
| Rbc Capital Markets LLC | BROKER/ADVISER | $0 | $2,313 | 2023 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $1,550 | $679 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,319 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Senior Services Of America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Gig Harbor, WA
- Empower Advisory Group — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation