Senior Housing Assistance Group (shag/independent Living) 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Senior Housing Assistance Group (shag/independent Living) 401(k) Plan Facts (plan year 2021)

Plan name
SHAG 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SENIOR HOUSING ASSISTANCE GROUP (SHAG/INDEPENDENT LIVING)
Participants
6
Plan year
Jan 1, 2021 – Mar 5, 2021
Plan established
Jan 1, 2019
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2021 (Jan 1, 2021 – Mar 5, 2021), filed Jan 19, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $24,618 was paid out to participants.
  • Investment and other income added $174.

How the Senior Housing Assistance Group (shag/independent Living) 401(k) changed, 2019–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019145$17,352—$1,789
2020107$25,110—$3,655
2021 (final)6$0$0$24,618

Senior Housing Assistance Group (shag/independent Living) 401(k) Contact Information

Phone
206-900-7860
Mailing address
14400 TUKWILA INTERNATIONAL BLVD SUITE 100, TUKWILA WA 98168
Plan sponsor
SENIOR HOUSING ASSISTANCE GROUP (SHAG/INDEPENDENT LIVING)
Plan administrator
TAG RESOURCES, LLC
Employer identification number (EIN)
94-3063455
Plan number
001

Questions about the Senior Housing Assistance Group (shag/independent Living) 401(k)

Is the Senior Housing Assistance Group (shag/independent Living) 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021.

Does Senior Housing Assistance Group (shag/independent Living) contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Senior Housing Assistance Group (shag/independent Living) 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Senior Housing Assistance Group (shag/independent Living) 401(k) plan?

6 participants at the start of plan year 2021.

Who manages the Senior Housing Assistance Group (shag/independent Living) 401(k) accounts?

TAG RESOURCES, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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