Allcare Health 401(K) Plan — Form 5500 plan (Allcare Management Services, 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, Allcare Health 401(K) Plan is a benefit plan reported by Allcare Management Services, LLC under EIN 26-1601041 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $15,496,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allcare Management Services, LLC
EIN
26-1601041
Plan number
001
Plan type
2
Location
Grants Pass, OR
Latest filing year
2023
Participants
394
End-of-year plan assets
$15,496,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023394H, C20241014114821NAL0026074257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,496,969
Total liabilities (EOY)
$16,637
Net assets (EOY)
$15,480,332
Net assets (BOY)
$12,507,112

Income & contributions

Employer contributions
$919,363
Participant contributions
$1,223,047
Total contributions
$2,192,017
Total income / additions
$4,117,002

Expenses & distributions

Benefits paid
$1,116,651
Administrative expenses
$27,131
Total expenses
$1,143,782
Net increase / (decrease)
$2,973,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan Company, LLCNONE$24,420not reported in the loaded dataset2023

Related Form 5500 pages