Plan5500

Peach Tree Healthcare — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Peach Tree Healthcare (EIN 68-0371679) is a plan sponsor located in Marysville, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
68-0371679
Location
Marysville, CA
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.9MSummed across loaded plans$9,943,830
Total reported assets$9.9M$9,943,830
Total reported participants723
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.9M total assets
Net assets$9.9MLiabilities$0
Contributions & income
Employer contributions$266.5K
Participant contributions$902.6K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$500.5K
Total expenses$559.4K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%Peach Tree Healthcare 403(B) Plan
Participants per plan241Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Peach Tree Healthcare 403(B) Plan$7.9M
    Plan #002 · 376 participants · 2023
  2. 2
    Peach Tree Healthcare Retirement Plan$2.1M
    Plan #001 · 171 participants · 2023
  3. 3
    Peach Tree Healthcare Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 176 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Peach Tree Healthcare
YearPlanParticipantsSchedulesFiling
2023Peach Tree Healthcare Wrap Benefit Plan176—20240725185316NAL0014762225001
2023Peach Tree Healthcare Retirement Plan171H, C20240916100412NAL0001382161001
2023Peach Tree Healthcare 403(B) Plan376H, C20240916101423NAL0003627218001

Related Form 5500 pages