2023 Form 5500 filing — Niche Healthcare Strategic Adv 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516143426NAL0022696723001) for Niche Healthcare Strategic Adv 401(K) Profit Sharing Plan & Trust, reported by Niche Healthcare Strategic Adv under EIN 81-5082693 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$652.9KReported net assets$652,886
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516143426NAL0022696723001
Plan sponsor
Niche Healthcare Strategic Adv
EIN
81-5082693
Plan number
001
Location
Irvine, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$652.9K total assets
Net assets$652.9KLiabilities$0
Money in vs. money out
Total income / additions$157.1K
Total expenses$60
Benefits paid / distributions$0
Contributions
Employer$8.1K
Participant$12K
Full reported line items
Total assets (EOY)
$652,886
Total liabilities (EOY)
$0
Net assets (EOY)
$652,886
Employer contributions
$8,120
Participant contributions
$12,000
Total income / additions
$157,090
Benefits paid
$0
Administrative expenses
$60
Total expenses
$60
Net increase / (decrease)
$157,030

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516143426NAL0022696723001 cover?
It is the 2023 Form 5500 filing for Niche Healthcare Strategic Adv 401(K) Profit Sharing Plan & Trust, reported by Niche Healthcare Strategic Adv (EIN 81-5082693).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages