Health Services, LLC 401(K) Plan — Form 5500 plan (Health 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, Health Services, LLC 401(K) Plan is a benefit plan reported by Health Services, LLC under EIN 27-3002596 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $5,334,002 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,334,002
Participants196Covered participants reported
Assets / participant$27.2KComputed: assets ÷ participants$27,214 (computed)
Provider compensation$28K3 Schedule C provider row(s)$28,006
- Plan sponsor
- Health Services, LLC
- EIN
- 27-3002596
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20251017154042NAL0015572882001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,334,002
- Net assets (EOY)
- $5,334,002
- Net assets (BOY)
- $4,004,122
Income & contributions
- Employer contributions
- $343,877
- Participant contributions
- $906,822
- Total contributions
- $1,266,228
- Total income / additions
- $2,029,947
Expenses & distributions
- Benefits paid
- $672,061
- Administrative expenses
- $28,006
- Total expenses
- $700,067
- Net increase / (decrease)
- $1,329,880
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment Institutional | RECORD KEEPER | $16,833 | $0 | 2023 |
| Securities America Advisor Inc | ADVISOR | $10,552 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $621 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Garden City, ID
- Fidelity Investment Institutional — Schedule C compensation
- Securities America Advisor Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation