2023 Form 5500 filing — Sage Health Care Pllc 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 20240729174506NAL0019800497003) for Sage Health Care Pllc 401(K) Profit Sharing Plan, reported by Sage Health Care Pllc under EIN 82-0471268 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,534,514
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729174506NAL0019800497003
Plan sponsor
Sage Health Care Pllc
EIN
82-0471268
Plan number
001
Location
Boise, ID
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)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$665.2K
Total expenses$282.8K
Benefits paid / distributions$264K
Contributions
Employer$182.9K
Participant$178.4K
Full reported line items
Total assets (EOY)
$2,534,514
Net assets (EOY)
$2,534,514
Employer contributions
$182,877
Participant contributions
$178,422
Total income / additions
$665,202
Benefits paid
$264,047
Administrative expenses
$18,791
Total expenses
$282,838
Net increase / (decrease)
$382,364

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729174506NAL0019800497003 cover?
It is the 2023 Form 5500 filing for Sage Health Care Pllc 401(K) Profit Sharing Plan, reported by Sage Health Care Pllc (EIN 82-0471268).
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