2023 Form 5500 filing — Millennium Health, LLC 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 20240904145657NAL0009808899001) for Millennium Health, LLC 401(K) Profit Sharing Plan, reported by Millennium Health, LLC under EIN 26-1565558 and plan number 001. It reports 882 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)$40.8MReported net assets$40,763,037
Participants882
Provider compensation$53.3K3 Schedule C row(s)$53,283
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904145657NAL0009808899001
Plan sponsor
Millennium Health, LLC
EIN
26-1565558
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)$40.8M total assets
Net assets$40.8MLiabilities$0
Money in vs. money out
Total income / additions$11.7M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$915.1K
Participant$3.6M
Full reported line items
Total assets (EOY)
$40,763,037
Total liabilities (EOY)
$0
Net assets (EOY)
$40,763,037
Employer contributions
$915,058
Participant contributions
$3,610,078
Total income / additions
$11,670,973
Benefits paid
$3,356,152
Administrative expenses
$53,283
Total expenses
$3,410,806
Net increase / (decrease)
$8,260,167
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $26K
  2. 2
    RECORDKEEPER · Direct $20.1K · Indirect $0
  3. 3
    ADVISOR · Direct $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904145657NAL0009808899001 cover?
It is the 2023 Form 5500 filing for Millennium Health, LLC 401(K) Profit Sharing Plan, reported by Millennium Health, LLC (EIN 26-1565558).
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