2023 Form 5500 filing — Independent Healthcare Properties, 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 20240912131521NAL0010166657001) for Independent Healthcare Properties, LLC 401(K) Profit Sharing Plan, reported by Independent Healthcare Properties, LLC under EIN 62-1684247 and plan number 001. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912131521NAL0010166657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independent Healthcare Properties, LLC
- EIN
- 62-1684247
- Plan number
- 001
- Location
- Ooltewah, TN
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,016,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,016,600
- Employer contributions
- $489,550
- Participant contributions
- $906,604
- Total income / additions
- $3,041,416
- Benefits paid
- $2,363,053
- Administrative expenses
- $49,000
- Total expenses
- $2,412,053
- Net increase / (decrease)
- $629,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,214 | $0 |