2023 Form 5500 filing — Peach Tree Healthcare Retirement 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 20240916100412NAL0001382161001) for Peach Tree Healthcare Retirement Plan, reported by Peach Tree Healthcare under EIN 68-0371679 and plan number 001. It reports 171 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)$2.1MReported net assets$2,092,824
Participants171
Provider compensation$10.5K1 Schedule C row(s)$10,478
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916100412NAL0001382161001
Plan sponsor
Peach Tree Healthcare
EIN
68-0371679
Plan number
001
Location
Marysville, CA
Received date
not reported in the loaded dataset
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$325.8K
Total expenses$57.5K
Benefits paid / distributions$44.6K
Full reported line items
Total assets (EOY)
$2,092,824
Total liabilities (EOY)
$0
Net assets (EOY)
$2,092,824
Total income / additions
$325,781
Benefits paid
$44,586
Administrative expenses
$12,956
Total expenses
$57,542
Net increase / (decrease)
$268,239
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $10.4K · Indirect $95

Related Form 5500 pages