2023 Form 5500 filing — Salter Healthcare, Inc. 401k 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 20241125095049NAL0004487905001) for Salter Healthcare, Inc. 401k Savings Plan, reported by Salter Health Management LLC under EIN 87-3557707 and plan number 001. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125095049NAL0004487905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salter Health Management LLC
- EIN
- 87-3557707
- Plan number
- 001
- Location
- Winchester, MA
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,631,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,631,731
- Participant contributions
- $1,017,591
- Total income / additions
- $2,509,218
- Benefits paid
- $2,187,906
- Administrative expenses
- $80,793
- Total expenses
- $2,280,256
- Net increase / (decrease)
- $228,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $56,838 | $0 |
| Retirement Resources Investment Gro | NONE | $13,538 | not reported in the loaded dataset |
| Retirement Resources Inv. Corp | NONE | $10,417 | not reported in the loaded dataset |