Open Door Health Services, Inc. 401(K) Plan & Trust — Form 5500 plan (Open Door Health Services, 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, Open Door Health Services, Inc. 401(K) Plan & Trust is a benefit plan reported by Open Door Health Services, Inc. under EIN 35-2018494 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $8,488,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Open Door Health Services, Inc.
EIN
35-2018494
Plan number
001
Plan type
2
Location
Muncie, IN
Latest filing year
2023
Participants
326
End-of-year plan assets
$8,488,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20251106132159NAL0008652723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,488,720
Total liabilities (EOY)
$6,050
Net assets (EOY)
$8,482,670
Net assets (BOY)
$7,140,560

Income & contributions

Employer contributions
$67,299
Participant contributions
$615,861
Total contributions
$848,555
Total income / additions
$1,812,768

Expenses & distributions

Benefits paid
$413,393
Administrative expenses
$31,801
Total expenses
$470,658
Net increase / (decrease)
$1,342,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncINV ADVISOR$24,926not reported in the loaded dataset2023
NationwideRECORDEEPER$11,133$62023
American Pension Advisors, Ltd.TPA$8,458not reported in the loaded dataset2023

Related Form 5500 pages