2023 Form 5500 filing — American Specialty Health Incorporated 401(K) Savings 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 20240726171335NAL0027233536001) for American Specialty Health Incorporated 401(K) Savings Plan, reported by American Specialty Health Incorporated under EIN 33-0883241 and plan number 001. It reports 2,005 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)$113MReported net assets$112,965,108
Participants2K2,005
Provider compensation$119.1K2 Schedule C row(s)$119,149
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726171335NAL0027233536001
Plan sponsor
American Specialty Health Incorporated
EIN
33-0883241
Plan number
001
Location
San Diego, 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)$113M total assets
Net assets$113MLiabilities$0
Money in vs. money out
Total income / additions$29.4M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$2.8M
Participant$9.7M
Full reported line items
Total assets (EOY)
$112,965,108
Total liabilities (EOY)
$0
Net assets (EOY)
$112,965,108
Employer contributions
$2,830,130
Participant contributions
$9,683,494
Total income / additions
$29,447,537
Benefits paid
$9,068,040
Administrative expenses
$119,149
Total expenses
$9,187,189
Net increase / (decrease)
$20,260,348
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $102.5K · Indirect $0
  2. 2
    ADVISOR · Direct $16.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726171335NAL0027233536001 cover?
It is the 2023 Form 5500 filing for American Specialty Health Incorporated 401(K) Savings Plan, reported by American Specialty Health Incorporated (EIN 33-0883241).
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