2023 Form 5500 filing — Great Oak Senior Care, Inc. 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 20260414160816NAL0024719200001) for Great Oak Senior Care, Inc. 401(K) Plan, reported by Great Oak Senior Care, Inc. under EIN 47-1960435 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$108.7KReported net assets$108,669
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20260414160816NAL0024719200001
Plan sponsor
Great Oak Senior Care, Inc.
EIN
47-1960435
Plan number
001
Location
Bloomington, MN
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$108.7K total assets
Net assets$108.7KLiabilities$0
Money in vs. money out
Total income / additions$13.8K
Total expenses$2.1K
Benefits paid / distributions$2.1K
Contributions
Employer$2.9K
Participant$4.3K
Full reported line items
Total assets (EOY)
$108,669
Total liabilities (EOY)
$0
Net assets (EOY)
$108,669
Employer contributions
$2,949
Participant contributions
$4,339
Total income / additions
$13,754
Benefits paid
$2,066
Administrative expenses
$0
Total expenses
$2,067
Net increase / (decrease)
$11,687

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260414160816NAL0024719200001 cover?
It is the 2023 Form 5500 filing for Great Oak Senior Care, Inc. 401(K) Plan, reported by Great Oak Senior Care, Inc. (EIN 47-1960435).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages