Plan5500

Elder Care Alliance — 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, Elder Care Alliance (EIN 94-3260975) is a plan sponsor located in Alameda, 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
94-3260975
Location
Alameda, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Elder Care Alliance

  • 3 loaded plans hold $20.7M in reported assets.
  • The largest, Elder Care Alliance 403 (B) Retirement Savings Plan, holds 72% of this company's reported plan assets.
  • Plans cover 1,537 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,656,020
Total reported assets$20.7M$20,656,020
Total reported participants1.5K1,537
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$20.7MLiabilities$0
Contributions & income
Employer contributions$370.6K
Participant contributions$1M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$1.7M

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 assets72%Elder Care Alliance 403 (B) Retirement Savings Plan
Participants per plan512Average 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
    Elder Care Alliance 403 (B) Retirement Savings Plan$14.8M
    Plan #002 · 737 participants · 2023
  2. 2
    Elder Care Alliance 401(A) Retirement Savings Plan$5.9M
    Plan #001 · 445 participants · 2023
  3. 3
    The Elder Care Alliance Employee Benefit Plannot reported in the loaded dataset
    Plan #505 · 355 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Elder Care Alliance. Open one for its full reported snapshot.

  1. 2023
    Elder Care Alliance 401(A) Retirement Savings Plan445 participants · 2Sch HSch C
    View filing →
  2. 2023
    Elder Care Alliance 403 (B) Retirement Savings Plan737 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Elder Care Alliance Employee Benefit Plan355 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Elder Care Alliance report on Form 5500?
Elder Care Alliance (EIN 94-3260975) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Elder Care Alliance?
The Employer Identification Number (EIN) reported for Elder Care Alliance is 94-3260975.
What is the latest Form 5500 filing year for Elder Care Alliance?
The latest loaded Form 5500 filing year for Elder Care Alliance is 2023.

Related Form 5500 pages