2023 Form 5500 filing — American Healthcare 401(K) Profit Sharing Plan

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 20240726122220NAL0008951123001) for American Healthcare 401(K) Profit Sharing Plan, reported by American Healthcare Opps Holdings, LLC under EIN 86-3151174 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.4MReported net assets$17,370,433
Participants149
Provider compensation$20.1K2 Schedule C row(s)$20,111
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726122220NAL0008951123001
Plan sponsor
American Healthcare Opps Holdings, LLC
EIN
86-3151174
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$316.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$17,370,433
Total liabilities (EOY)
$0
Net assets (EOY)
$17,370,433
Employer contributions
$316,140
Participant contributions
$1,417,915
Total income / additions
$4,285,739
Benefits paid
$1,203,179
Administrative expenses
$20,111
Total expenses
$1,223,290
Net increase / (decrease)
$3,062,449
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $33.5K
  2. 2
    RECORDKEEPER · Direct -$13.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726122220NAL0008951123001 cover?
It is the 2023 Form 5500 filing for American Healthcare 401(K) Profit Sharing Plan, reported by American Healthcare Opps Holdings, LLC (EIN 86-3151174).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages