2023 Form 5500 filing — 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 20241008175840NAL0009959779001) for Healthcare 401(K) Plan, reported by Autumn Lake Healthcare LLC under EIN 47-2007153 and plan number 001. It reports 5,178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$16.9MReported net assets$16,935,588
Participants5.2K5,178
Provider compensation$60.9K3 Schedule C row(s)$60,944
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008175840NAL0009959779001
Plan sponsor
Autumn Lake Healthcare LLC
EIN
47-2007153
Plan number
001
Location
Howell, NJ
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)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$8.2M
Total expenses$925.5K
Benefits paid / distributions$853.4K
Contributions
Employer$0
Participant$3.2M
Full reported line items
Total assets (EOY)
$16,935,588
Total liabilities (EOY)
$0
Net assets (EOY)
$16,935,588
Employer contributions
$0
Participant contributions
$3,236,397
Total income / additions
$8,219,672
Benefits paid
$853,350
Administrative expenses
$33,526
Total expenses
$925,498
Net increase / (decrease)
$7,294,174
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $33.5K · Indirect $0
  2. 2
    ADVISOR · Direct $0 · Indirect $21.8K
  3. 3
    ADVISOR · Direct $0 · Indirect $5.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008175840NAL0009959779001 cover?
It is the 2023 Form 5500 filing for Healthcare 401(K) Plan, reported by Autumn Lake Healthcare LLC (EIN 47-2007153).
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