2023 Form 5500 filing — Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust
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 20241015065451NAL0015925683001) for Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust, reported by Links Healthcare Group LLC under EIN 81-5173265 and plan number 001. It reports 3,658 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)$8.6MReported net assets$8,644,234
Participants3.7K3,658
Provider compensation$52.5K4 Schedule C row(s)$52,478
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015065451NAL0015925683001
- Plan sponsor
- Links Healthcare Group LLC
- EIN
- 81-5173265
- Plan number
- 001
- Location
- San Diego, CA
- Received date
- not reported in the loaded dataset
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,644,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,644,234
- Employer contributions
- $0
- Participant contributions
- $2,882,558
- Total income / additions
- $5,548,919
- Benefits paid
- $434,194
- Administrative expenses
- $59,395
- Total expenses
- $493,589
- Net increase / (decrease)
- $5,055,330
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $18,648 | not reported in the loaded dataset |
| The Partners Wealth Management, LLC | ADVISOR | $16,944 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,250 | not reported in the loaded dataset |
| Financial Sense Advisors, Inc. | ADVISOR | $5,636 | not reported in the loaded dataset |