2023 Form 5500 filing — Trend Health Partners, LLC 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 20250313152910NAL0041569778001) for Trend Health Partners, LLC 401(K) Plan, reported by Trend Health Partners, LLC under EIN 83-2044663 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,850,081
Participants149
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250313152910NAL0041569778001
Plan sponsor
Trend Health Partners, LLC
EIN
83-2044663
Plan number
001
Location
Hunt Valley, MD
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$173.5K
Benefits paid / distributions$170.7K
Contributions
Employer$465.4K
Participant$911.2K
Full reported line items
Total assets (EOY)
$6,850,081
Total liabilities (EOY)
$0
Net assets (EOY)
$6,850,081
Employer contributions
$465,365
Participant contributions
$911,186
Total income / additions
$3,105,349
Benefits paid
$170,716
Administrative expenses
$2,830
Total expenses
$173,546
Net increase / (decrease)
$2,931,803

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250313152910NAL0041569778001 cover?
It is the 2023 Form 5500 filing for Trend Health Partners, LLC 401(K) Plan, reported by Trend Health Partners, LLC (EIN 83-2044663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages