2023 Form 5500 filing — Employee Benefit Plan Of Springvale Health Centers, Inc.
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 20250401125448NAL0004323139001) for Employee Benefit Plan Of Springvale Health Centers, Inc., reported by Springvale Health Centers, Inc. under EIN 34-1135374 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401125448NAL0004323139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Springvale Health Centers, Inc.
- EIN
- 34-1135374
- Plan number
- 001
- Location
- Dover, OH
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,891,830
- Total liabilities (EOY)
- $17,285
- Net assets (EOY)
- $1,874,545
- Employer contributions
- $79,068
- Participant contributions
- $209,507
- Total income / additions
- $558,790
- Benefits paid
- $127,107
- Administrative expenses
- $28,126
- Total expenses
- $172,464
- Net increase / (decrease)
- $386,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER/CUSTODIAN | $19,475 | $0 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $7,475 | $0 |
| M2b Retirement Consulting | TPA | $1,176 | $0 |