Plan5500

Alta Care Group, Inc. 401(K) Plan — Form 5500 plan (Alta Care Group, 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, Alta Care Group, Inc. 401(K) Plan is a benefit plan reported by Alta Care Group, Inc. under EIN 34-1205791 and plan number 003. The latest loaded filing year is 2023. The filing reports 220 participants and $5,680,214 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.7MPlan net assets, end of year$5,678,415
Participants220Covered participants reported
Assets / participant$25.8KComputed: assets ÷ participants$25,819 (computed)
Provider compensation$1.1K1 Schedule C provider row(s)$1,125
Plan sponsor
Alta Care Group, Inc.
EIN
34-1205791
Plan number
003
Plan type
2
Location
Youngstown, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    220 participants · 2Sch HSch C
    View filing →
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)$5.7M total assets
Net assets$5.7MLiabilities$1.8K
Money in vs. money out
Total income / additions$1.3M
Total expenses$458.9K
Benefits paid / distributions$456.4K
Contributions
Employer$317.2K
Participant$255.6K
Full reported line items

Net assets

Total assets (EOY)
$5,680,214
Total liabilities (EOY)
$1,799
Net assets (EOY)
$5,678,415
Net assets (BOY)
$4,788,908

Income & contributions

Employer contributions
$317,166
Participant contributions
$255,581
Total contributions
$609,675
Total income / additions
$1,348,367

Expenses & distributions

Benefits paid
$456,435
Administrative expenses
$2,425
Total expenses
$458,860
Net increase / (decrease)
$889,507
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.

Contribution share (employer vs. participant)
Employer 55%Participant 45%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    John Hancock Usa$1.1K
    RECORDKEEPER · Direct $1.1K · Indirect $0

Related Form 5500 pages