2023 Form 5500 filing — Continuum Health Alliance, LLC 401(K) 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 20241015173939NAL0030517889001) for Continuum Health Alliance, LLC 401(K) Profit Sharing Plan, reported by Continuum Health Alliance, LLC under EIN 20-1073471 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173939NAL0030517889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Continuum Health Alliance, LLC
- EIN
- 20-1073471
- Plan number
- 001
- Location
- Marlton, NJ
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,272,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,272,533
- Participant contributions
- $556,467
- Total income / additions
- $1,740,361
- Benefits paid
- $946,423
- Administrative expenses
- $40,194
- Total expenses
- $994,177
- Net increase / (decrease)
- $746,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $26,919 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $13,274 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |