2023 Form 5500 filing — Integrated Health Administrati 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 20241015184210NAL0029403793001) for Integrated Health Administrati 401(K) Profit Sharing Plan & Trust, reported by Integrated Health Administrati under EIN 13-3982513 and plan number 001. It reports 174 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)$3.4MReported net assets$3,420,672
Participants174
Provider compensation$22.1K2 Schedule C row(s)$22,095
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015184210NAL0029403793001
- Plan sponsor
- Integrated Health Administrati
- EIN
- 13-3982513
- Plan number
- 001
- Location
- Mamaroneck, NY
- 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)$3.4M total assets
Net assets$3.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,420,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,420,672
- Employer contributions
- $0
- Participant contributions
- $391,994
- Total income / additions
- $1,129,988
- Benefits paid
- $389,443
- Administrative expenses
- $25,183
- Total expenses
- $414,626
- Net increase / (decrease)
- $715,362
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Opera | ADVISOR | $11,871 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $10,224 | not reported in the loaded dataset |