2023 Form 5500 filing — Vancrest Health Care Center 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 20241010134140NAL0040196002001) for Vancrest Health Care Center 401(K) Plan, reported by Vancrest Management Corp. under EIN 20-0008018 and plan number 001. It reports 1,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134140NAL0040196002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vancrest Management Corp.
- EIN
- 20-0008018
- Plan number
- 001
- Location
- Van Wert, OH
- Participants
- 1,671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,745,572
- Total liabilities (EOY)
- $20,113
- Net assets (EOY)
- $17,725,459
- Employer contributions
- $260,989
- Participant contributions
- $1,481,608
- Total income / additions
- $4,407,752
- Benefits paid
- $570,983
- Administrative expenses
- $109,220
- Total expenses
- $680,203
- Net increase / (decrease)
- $3,727,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $71,796 | $0 |
| Kmg Fiduciary Partners, LLC | INVESTMENT ADVISOR | $37,461 | $0 |