Plan5500

The Centria Group 401(K) Plan — Form 5500 plan (Centria Healthcare, 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, The Centria Group 401(K) Plan is a benefit plan reported by Centria Healthcare, LLC under EIN 27-1402749 and plan number 001. The latest loaded filing year is 2023. The filing reports 773 participants and $7,153,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Centria Healthcare, LLC
EIN
27-1402749
Plan number
001
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
773
End-of-year plan assets
$7,153,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023773H, C20241015142846NAL0016626307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,153,214
Total liabilities (EOY)
$18,666
Net assets (EOY)
$7,134,548
Net assets (BOY)
$5,078,913

Income & contributions

Employer contributions
$473,541
Participant contributions
$1,131,902
Total contributions
$2,106,513
Total income / additions
$3,171,302

Expenses & distributions

Benefits paid
$1,021,025
Administrative expenses
$90,588
Total expenses
$1,115,667
Net increase / (decrease)
$2,055,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,836$02023
Mma Securities LLCINVESTMENT ADVISORY$14,910$42023
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$13,192$42023
The Benefit Advantage IncCONTRACT ADMINISTRATOR$3,650$1,5982023

Related Form 5500 pages