2023 Form 5500 filing — Alecto Healthcare Services 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 20241015153315NAL0028947633001) for Alecto Healthcare Services 401(K) Retirement Savings Plan, reported by Alecto Healthcare Services LLC under EIN 46-0829723 and plan number 001. It reports 1,877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153315NAL0028947633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alecto Healthcare Services LLC
- EIN
- 46-0829723
- Plan number
- 001
- Location
- Glendale, CA
- Participants
- 1,877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,242,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,242,140
- Participant contributions
- $664,394
- Total income / additions
- $6,967,986
- Benefits paid
- $9,332,106
- Administrative expenses
- $147,287
- Total expenses
- $9,515,899
- Net increase / (decrease)
- -$2,547,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $106,339 | $0 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $33,644 | not reported in the loaded dataset |
| Kieckhafer Schiffer Llp | ACCOUNTANT | $19,000 | not reported in the loaded dataset |