Plan5500

West Harbor Healthcare LLC — 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, West Harbor Healthcare LLC (EIN 81-3033798) is a plan sponsor located in Carlsbad, CA with 2 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
81-3033798
Location
Carlsbad, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,690,057
Total reported assets$4.7M$4,690,057
Total reported participants1K1,038
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributions$391K
Participant contributions$799.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$222.5K
Total expenses$256.7K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%West Harbor Healthcare 401(K) Plan
Participants per plan519Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    West Harbor Healthcare 401(K) Plan$4.7M
    Plan #001 · 536 participants · 2023
  2. 2
    West Harbor Healthcare LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 502 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for West Harbor Healthcare LLC
YearPlanParticipantsSchedulesFiling
2023West Harbor Healthcare 401(K) Plan536H, C20250115111203NAL0034114048001
2023West Harbor Healthcare LLC Health & Welfare Benefit Plan502—20250616180246NAL0002578194001

Related Form 5500 pages