2023 Form 5500 filing — Villa Health Care 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 20241014103934NAL0013148755001) for Villa Health Care Profit Sharing Plan, reported by Villa Health Care, Inc. under EIN 37-1215144 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103934NAL0013148755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Villa Health Care, Inc.
- EIN
- 37-1215144
- Plan number
- 001
- Location
- Sherman, IL
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $602,227
- Net assets (EOY)
- $602,227
- Employer contributions
- $40,000
- Total income / additions
- $105,112
- Benefits paid
- $17,725
- Administrative expenses
- $5,120
- Total expenses
- $22,845
- Net increase / (decrease)
- $82,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buckingham Strategic Partners | NONE | $5,120 | $0 |
| Charles Schwab & Co, Inc. | NONE | $50 | $0 |