2023 Form 5500 filing — Aspen Skilled Healthcare 401(K) 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 20240924162927NAL0017946240001) for Aspen Skilled Healthcare 401(K) Plan, reported by Aspen Skilled Healthcare, Inc. under EIN 80-0438787 and plan number 001. It reports 3,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924162927NAL0017946240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aspen Skilled Healthcare, Inc.
- EIN
- 80-0438787
- Plan number
- 001
- Location
- Laguna Niguel, CA
- Participants
- 3,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,405,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,405,226
- Employer contributions
- $300,529
- Participant contributions
- $4,693,425
- Total income / additions
- $10,267,906
- Benefits paid
- $1,963,604
- Administrative expenses
- $207,697
- Total expenses
- $2,386,831
- Net increase / (decrease)
- $7,881,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors | REGISTERED INVESTMENT ADV | $48,550 | not reported in the loaded dataset |