2023 Form 5500 filing — Exceptional Health Care 401(K) 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 20250219102036NAL0003376275001) for Exceptional Health Care 401(K) Plan, reported by Exceptional Healthcare, Inc. under EIN 81-1433461 and plan number 001. It reports 635 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)$2MReported net assets$1,987,035

Participants635

Provider compensation$11.7K2 Schedule C row(s)$11,683

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250219102036NAL0003376275001
Plan sponsor: Exceptional Healthcare, Inc.
EIN: 81-1433461
Plan number: 001
Location: Dallas, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$2M total assets

Net assets$2MLiabilities—

Money in vs. money out

Total income / additions$1.3M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$206.5K

Participant$520.3K

Full reported line items

Total assets (EOY): $1,987,035
Net assets (EOY): $1,987,035
Employer contributions: $206,481
Participant contributions: $520,279
Total income / additions: $1,306,339
Benefits paid: $1,193,639
Administrative expenses: $24,916
Total expenses: $1,218,555
Net increase / (decrease): $87,784

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Kestra Advisory Services, LLC$10.6K
INVESTMENT ADVISORY · Direct $10.6K · Indirect $0
2
Nova 401(K) Associates$1.1K
10,718 · Indirect $1.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250219102036NAL0003376275001 cover?: It is the 2023 Form 5500 filing for Exceptional Health Care 401(K) Plan, reported by Exceptional Healthcare, Inc. (EIN 81-1433461).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).