Plan5500

Theracare 401(K) Savings Plan — Form 5500 plan (Theracare Of New York, Inc)

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, Theracare 401(K) Savings Plan is a benefit plan reported by Theracare Of New York, Inc under EIN 13-3599274 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,351 participants and $29,753,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Theracare Of New York, Inc
EIN
13-3599274
Plan number
001
Plan type
2
Location
Hauppauge, NY
Latest filing year
2023
Participants
1,351
End-of-year plan assets
$29,753,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,351H, C20241003153508NAL0018004000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,753,242
Total liabilities (EOY)
$0
Net assets (EOY)
$29,753,242
Net assets (BOY)
$26,587,686

Income & contributions

Participant contributions
$1,876,589
Total contributions
$1,884,192
Total income / additions
$6,364,885

Expenses & distributions

Benefits paid
$3,008,797
Administrative expenses
$190,532
Total expenses
$3,199,329
Net increase / (decrease)
$3,165,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$190,532$02023
Leafhouse Financial Advisors LLCINVESTMENT ADVISORY$0$27,1662023

Related Form 5500 pages