Gallagher Home Health Services 401(K) Profit Sharing Plan — Form 5500 plan (Gallagher Home Health Service)
Plain-English plan 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, Gallagher Home Health Services 401(K) Profit Sharing Plan is a benefit plan reported by Gallagher Home Health Service under EIN 11-3733740 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $3,400,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gallagher Home Health Service
- EIN
- 11-3733740
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgeville, PA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $3,400,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241015160746NAL0048828128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,400,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,400,074
- Net assets (BOY)
- $2,785,709
Income & contributions
- Employer contributions
- $113,833
- Participant contributions
- $333,863
- Total contributions
- $487,811
- Total income / additions
- $965,467
Expenses & distributions
- Benefits paid
- $322,746
- Administrative expenses
- $28,356
- Total expenses
- $351,102
- Net increase / (decrease)
- $614,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $14,793 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $9,544 | not reported in the loaded dataset | 2023 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $6,382 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting LLC | THIRD PARTY ADMINISTRATO | $100 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $15 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gallagher Home Health Service
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bridgeville, PA
- Commonwealth Financial Network — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation
- Ascensus LLC — Schedule C compensation