Arch Health Partners 401(K) Plan — Form 5500 plan (Arch Health Partners)
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, Arch Health Partners 401(K) Plan is a benefit plan reported by Arch Health Partners under EIN 27-1332228 and plan number 001. The latest loaded filing year is 2023. The filing reports 947 participants and $22,663,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arch Health Partners
- EIN
- 27-1332228
- Plan number
- 001
- Plan type
- 2
- Location
- Poway, CA
- Latest filing year
- 2023
- Participants
- 947
- End-of-year plan assets
- $22,663,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 947 | H, C | 20241014153851NAL0027740673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,663,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,663,727
- Net assets (BOY)
- $17,143,408
Income & contributions
- Employer contributions
- $999,262
- Participant contributions
- $2,674,737
- Total contributions
- $4,203,215
- Total income / additions
- $7,390,922
Expenses & distributions
- Benefits paid
- $1,731,228
- Administrative expenses
- $117,804
- Total expenses
- $1,870,603
- Net increase / (decrease)
- $5,520,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,799 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $45,901 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,104 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arch Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Poway, CA
- Fidelity Investments Institutional — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation