2023 Form 5500 filing — Capital Health Services, Inc. Savings Plan & Trust
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 20240916090041NAL0001302657001) for Capital Health Services, Inc. Savings Plan & Trust, reported by Capital Health Services, Inc. under EIN 20-1292646 and plan number 001. It reports 908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916090041NAL0001302657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Health Services, Inc.
- EIN
- 20-1292646
- Plan number
- 001
- Location
- Miamisburg, OH
- Participants
- 908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,923,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,923,432
- Employer contributions
- $586,175
- Participant contributions
- $809,484
- Total income / additions
- $2,589,920
- Benefits paid
- $854,418
- Administrative expenses
- $93,076
- Total expenses
- $947,494
- Net increase / (decrease)
- $1,642,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $44,648 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,237 | not reported in the loaded dataset |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $20,660 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $3,490 | not reported in the loaded dataset |