Generations Healthcare, LLC 401(K) Plan — Form 5500 plan (Life Generations 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, Generations Healthcare, LLC 401(K) Plan is a benefit plan reported by Life Generations Healthcare, LLC under EIN 33-0838455 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,844 participants and $56,872,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Life Generations Healthcare, LLC
- EIN
- 33-0838455
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 4,844
- End-of-year plan assets
- $56,872,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,844 | H, C | 20241011165841NAL0023284385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,872,625
- Total liabilities (EOY)
- $47,969
- Net assets (EOY)
- $56,824,656
- Net assets (BOY)
- $48,436,103
Income & contributions
- Participant contributions
- $4,994,190
- Total contributions
- $5,742,137
- Total income / additions
- $13,869,909
Expenses & distributions
- Benefits paid
- $5,132,792
- Administrative expenses
- $348,564
- Total expenses
- $5,481,356
- Net increase / (decrease)
- $8,388,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $295,245 | $0 | 2023 |
| Centaurus Financial Inc | BROKER/ADVISER | $0 | $150,691 | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $83,699 | $0 | 2023 |
| Wright Ford Young & Co. | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Life Generations Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Centaurus Financial Inc — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Wright Ford Young & Co. — Schedule C compensation