2023 Form 5500 filing — Aw Health Care 401(K) Retirement Savings 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 20241011133744NAL0021955745001) for Aw Health Care 401(K) Retirement Savings Plan, reported by Aging Well Health Care, LLC under EIN 71-0868310 and plan number 001. It reports 261 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)$7MReported net assets$6,950,300
Participants261
Provider compensation$24.6K3 Schedule C row(s)$24,596
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011133744NAL0021955745001
Plan sponsor
Aging Well Health Care, LLC
EIN
71-0868310
Plan number
001
Location
St. Louis, MO
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)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$95.3K
Benefits paid / distributions$70.5K
Contributions
Employer$257.5K
Participant$409.7K
Full reported line items
Total assets (EOY)
$6,950,300
Total liabilities (EOY)
$0
Net assets (EOY)
$6,950,300
Employer contributions
$257,459
Participant contributions
$409,663
Total income / additions
$1,644,305
Benefits paid
$70,484
Administrative expenses
$24,596
Total expenses
$95,329
Net increase / (decrease)
$1,548,976
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $21.3K
  2. 2
    NONE · Direct $3.3K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011133744NAL0021955745001 cover?
It is the 2023 Form 5500 filing for Aw Health Care 401(K) Retirement Savings Plan, reported by Aging Well Health Care, LLC (EIN 71-0868310).
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