Senior Operations LLC 401(K) Profit Sharing Investment Plan — Form 5500 plan (Senior Operations 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 Operations LLC 401(K) Profit Sharing Investment Plan is a benefit plan reported by Senior Operations LLC under EIN 94-2918781 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,282 participants and $339,281,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Senior Operations LLC
EIN
94-2918781
Plan number
003
Plan type
2
Location
Bartlett, IL
Latest filing year
2023
Participants
3,282
End-of-year plan assets
$339,281,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,282H, C20240930160901NAL0005772209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$339,281,486
Total liabilities (EOY)
$0
Net assets (EOY)
$339,281,486
Net assets (BOY)
$303,419,868

Income & contributions

Employer contributions
$7,172,614
Participant contributions
$11,498,525
Total contributions
$22,869,501
Total income / additions
$73,872,617

Expenses & distributions

Benefits paid
$37,760,992
Administrative expenses
$62,794
Total expenses
$38,010,999
Net increase / (decrease)
$35,861,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Senior Us Holdings Inc Dba SeniorNONE$56,636not reported in the loaded dataset2023
Empower Advisory Group, LLCRECORDKEEPER$6,758$02023

Related Form 5500 pages