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403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI
Plan identification number 001

403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE LESLEY FOUNDATION DBA LESLEY SE NIOR COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name:THE LESLEY FOUNDATION DBA LESLEY SE NIOR COMMUNITIES
Employer identification number (EIN):946103170
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NANCY AMAYA2024-08-20
0012022-01-01NANCY AMAYA2023-10-12
0012021-01-01NANCY AMAYA2022-05-23
0012020-01-01NANCY AMAYA2021-04-02
0012019-01-01NANCY AMAYA2020-10-09
0012018-01-01CATHERINE EVANS2019-10-14
0012017-01-01NANCY AMAYA2018-10-04 CATHERINE EVANS2018-10-04
0012016-01-01NANCY AMAYA2017-10-12 CATHERINE EVANS2017-10-12
0012015-01-01CATHERINE EVANS2016-10-04 SARAH CARRINGTON2016-10-04
0012014-01-01CATHERINE EVANS2015-09-15 SARAH LAMBERT2015-09-15
0012013-01-01CATHERINE EVANS2014-09-18 SARAH LAMBERT2014-09-18
0012012-01-01CATHERINE EVANS2013-09-13 SARAH LAMBERT2013-09-13
0012011-01-01CATHERINE EVANS2012-09-25 SARAH LAMBERT2012-09-25
0012010-01-01CATHERINE EVANS2011-09-23 SARAH LAMBERT2011-09-23
0012009-01-01 SARAH LAMBERT2010-04-12
0012009-01-01CATHERINE EVANS

Financial Data on 403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-160
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-16568887
Net assets as of the end of the plan year2025-06-163366295
Total assets as of the beginning of the plan year2025-06-163322237
Value of plan covered by a fidelity bond2025-06-16500000
Participant contributions to plan in this plan year2025-06-1694482
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-16426772
Plan net income in this plan year2025-06-1644058
Net assets as of the end of the plan year2025-06-163366295
Net assets as of the beginning of the plan year2025-06-163322237
Employer contributions to plan in this plan year2025-06-1691691
Fees paid to broker by Benefit Provider2025-06-16344
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-16824
2024 : 403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-200
Total liabilities as of the end of the plan year2024-08-200
Total liabilities as of the beginning of the plan year2024-08-200
Total expenses incurred by plan in this plan year2024-08-20183213
Net assets as of the end of the plan year2024-08-203322237
Total assets as of the beginning of the plan year2024-08-202790399
Value of plan covered by a fidelity bond2024-08-20500000
Participant contributions to plan in this plan year2024-08-20141479
Other expenses paid from plan in this plan year2024-08-2021278
Other contributions to plan in this plan year2024-08-200
Other income to plan in this plan year2024-08-20424529
Plan net income in this plan year2024-08-20531838
Net assets as of the end of the plan year2024-08-203322237
Net assets as of the beginning of the plan year2024-08-202790399
Employer contributions to plan in this plan year2024-08-20149043
Fees paid to broker by Benefit Provider2024-08-20288
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-20480

Form 5500 Responses for 403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI

2009: 403(B) THRIFT PLAN OF THE LESLEY FOUNDATION DBA LESLEY SENIOR COMMUNITI 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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