2023 Form 5500 filing — Edu Healthcare LLC 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 20240629050954NAL0002401504001) for Edu Healthcare LLC 401(K) Profit Sharing Plan & Trust, reported by Edu Healthcare LLC under EIN 26-0763414 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,368,132
Participants224
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240629050954NAL0002401504001
Plan sponsor
Edu Healthcare LLC
EIN
26-0763414
Plan number
001
Location
Cornelius, NC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$955.2K
Total expenses$166.6K
Benefits paid / distributions$151.8K
Contributions
Employer$195.2K
Participant$313K
Full reported line items
Total assets (EOY)
$2,368,132
Total liabilities (EOY)
$0
Net assets (EOY)
$2,368,132
Employer contributions
$195,156
Participant contributions
$313,038
Total income / additions
$955,248
Benefits paid
$151,778
Administrative expenses
$14,870
Total expenses
$166,648
Net increase / (decrease)
$788,600

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240629050954NAL0002401504001 cover?
It is the 2023 Form 5500 filing for Edu Healthcare LLC 401(K) Profit Sharing Plan & Trust, reported by Edu Healthcare LLC (EIN 26-0763414).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages