2023 Form 5500 filing — Alaska Heart Institute, 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 20241008191718NAL0018196113001) for Alaska Heart Institute, LLC 401(K) Profit Sharing Plan, reported by Alaska Heart Institute, LLC under EIN 92-0165692 and plan number 001. It reports 366 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)$67MReported net assets$66,982,604
Participants366
Provider compensation$40.7K2 Schedule C row(s)$40,742
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008191718NAL0018196113001
Plan sponsor
Alaska Heart Institute, LLC
EIN
92-0165692
Plan number
001
Location
Anchorage, AK
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)$67M total assets
Net assets$67MLiabilities$0
Money in vs. money out
Total income / additions$12.9M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$2.3M
Participant$1.9M
Full reported line items
Total assets (EOY)
$66,982,604
Total liabilities (EOY)
$0
Net assets (EOY)
$66,982,604
Employer contributions
$2,252,005
Participant contributions
$1,904,795
Total income / additions
$12,888,032
Benefits paid
$3,998,032
Administrative expenses
$40,742
Total expenses
$4,110,574
Net increase / (decrease)
$8,777,458
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $40.7K
  2. 2
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008191718NAL0018196113001 cover?
It is the 2023 Form 5500 filing for Alaska Heart Institute, LLC 401(K) Profit Sharing Plan, reported by Alaska Heart Institute, LLC (EIN 92-0165692).
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