2023 Form 5500 filing — A & T Healthcare, L.L.C. Profit Sharing/ 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 20241009154605NAL0037580066001) for A & T Healthcare, L.L.C. Profit Sharing/ 401(K) Plan, reported by A & T Healthcare, L.L.C. under EIN 13-4090123 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
- 20241009154605NAL0037580066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A & T Healthcare, L.L.C.
- EIN
- 13-4090123
- Plan number
- 001
- Location
- New City, NY
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,012,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,012,728
- Participant contributions
- $560,996
- Total income / additions
- $1,941,675
- Benefits paid
- $373,716
- Administrative expenses
- $53,028
- Total expenses
- $443,182
- Net increase / (decrease)
- $1,498,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,027 | $0 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $172 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |