2023 Form 5500 filing — Americare Health & Retirement, Inc. 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 20241212115200NAL0014455041001) for Americare Health & Retirement, Inc. 401(K) Profit Sharing Plan, reported by Americare Health & Retirement, Inc. under EIN 33-0062797 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212115200NAL0014455041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Americare Health & Retirement, Inc.
- EIN
- 33-0062797
- Plan number
- 001
- Location
- Solana Beach, CA
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,604,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,604,177
- Employer contributions
- $378,584
- Participant contributions
- $330,930
- Total income / additions
- $1,556,644
- Benefits paid
- $230,825
- Administrative expenses
- $25,125
- Total expenses
- $255,950
- Net increase / (decrease)
- $1,300,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $22,780 | $846 |
| Polycomp Administrative Services, I | CONTRACT ADMINISTRATOR | $2,343 | $0 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $300 | not reported in the loaded dataset |
| Empower Annuity Insurance Companty | RECORDKEEPER | $195 | $0 |