Continuum Health Alliance, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Continuum Health Alliance, LLC)

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, Continuum Health Alliance, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Continuum Health Alliance, LLC under EIN 20-1073471 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $8,272,533 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continuum Health Alliance, LLC
EIN
20-1073471
Plan number
001
Plan type
2
Location
Marlton, NJ
Latest filing year
2023
Participants
254
End-of-year plan assets
$8,272,533

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20241015173939NAL0030517889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,272,533
Total liabilities (EOY)
$0
Net assets (EOY)
$8,272,533
Net assets (BOY)
$7,526,349

Income & contributions

Participant contributions
$556,467
Total contributions
$595,500
Total income / additions
$1,740,361

Expenses & distributions

Benefits paid
$946,423
Administrative expenses
$40,194
Total expenses
$994,177
Net increase / (decrease)
$746,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$26,919$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$13,274$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages