Americare Health & Retirement, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Americare Health & Retirement, Inc.)
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, Americare Health & Retirement, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Americare Health & Retirement, Inc. under EIN 33-0062797 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $5,604,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Americare Health & Retirement, Inc.
- EIN
- 33-0062797
- Plan number
- 001
- Plan type
- 2
- Location
- Solana Beach, CA
- Latest filing year
- 2023
- Participants
- 507
- End-of-year plan assets
- $5,604,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 507 | H, C | 20241212115200NAL0014455041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,604,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,604,177
- Net assets (BOY)
- $4,303,483
Income & contributions
- Employer contributions
- $378,584
- Participant contributions
- $330,930
- Total contributions
- $816,735
- Total income / additions
- $1,556,644
Expenses & distributions
- Benefits paid
- $230,825
- Administrative expenses
- $25,125
- Total expenses
- $255,950
- Net increase / (decrease)
- $1,300,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $22,780 | $846 | 2023 |
| Polycomp Administrative Services, I | CONTRACT ADMINISTRATOR | $2,343 | $0 | 2023 |
| Premier Plan Consultants Inc | CONTRACT ADMIN | $300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Companty | RECORDKEEPER | $195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Americare Health & Retirement, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Solana Beach, CA
- Nationwide — Schedule C compensation
- Polycomp Administrative Services, I — Schedule C compensation
- Premier Plan Consultants Inc — Schedule C compensation
- Empower Annuity Insurance Companty — Schedule C compensation