2023 Form 5500 filing — National Healthcare Assoc Inc 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 20240524103534NAL0010149488001) for National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust, reported by National Healthcare Assoc Inc under EIN 65-0282999 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,584,159
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524103534NAL0010149488001
Plan sponsor
National Healthcare Assoc Inc
EIN
65-0282999
Plan number
001
Location
Coral Gables, FL
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$397.6K
Total expenses$102K
Benefits paid / distributions$95.6K
Contributions
Employer$11.2K
Participant$14.7K
Full reported line items
Total assets (EOY)
$2,584,159
Total liabilities (EOY)
$0
Net assets (EOY)
$2,584,159
Employer contributions
$11,178
Participant contributions
$14,679
Total income / additions
$397,603
Benefits paid
$95,596
Administrative expenses
$6,429
Total expenses
$102,025
Net increase / (decrease)
$295,578

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524103534NAL0010149488001 cover?
It is the 2023 Form 5500 filing for National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust, reported by National Healthcare Assoc Inc (EIN 65-0282999).
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