Journey Care, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Journey Care, 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, Journey Care, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Journey Care, Inc. under EIN 36-3305643 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $16,812,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Journey Care, Inc.
EIN
36-3305643
Plan number
001
Plan type
2
Location
Glenview, IL
Latest filing year
2023
Participants
466
End-of-year plan assets
$16,812,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023466H, C20241015102738NAL0055574002001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,812,171
Total liabilities (EOY)
$0
Net assets (EOY)
$16,812,171
Net assets (BOY)
$19,542,452

Income & contributions

Employer contributions
$7,842
Participant contributions
$53,021
Total contributions
$60,863
Total income / additions
$2,651,013

Expenses & distributions

Benefits paid
$5,310,643
Administrative expenses
$70,651
Total expenses
$5,381,294
Net increase / (decrease)
-$2,730,281

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments LLCINVESTMENT ADVISORY$36,221$82023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$34,218$02023

Related Form 5500 pages