2023 Form 5500 filing — Activcare Living Inc. 401(K) 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 20241009101141NAL0018994193001) for Activcare Living Inc. 401(K) Retirement Plan, reported by Activcare Living Inc. under EIN 95-3696840 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101141NAL0018994193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Activcare Living Inc.
- EIN
- 95-3696840
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,848,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,848,495
- Participant contributions
- $632,608
- Total income / additions
- $946,649
- Benefits paid
- $448,586
- Administrative expenses
- $47,530
- Total expenses
- $509,879
- Net increase / (decrease)
- $436,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,274 | $0 |
| Dwc Erisa Consultants, LLC | CONTRACT ADMINISTRATOR | $13,271 | not reported in the loaded dataset |