Plan5500

Paragon Health, P.C. Profit Sharing 401(K) Plan — Form 5500 plan (Paragon Health, P.C.)

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, Paragon Health, P.C. Profit Sharing 401(K) Plan is a benefit plan reported by Paragon Health, P.C. under EIN 38-3309299 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $56,779,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paragon Health, P.C.
EIN
38-3309299
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
248
End-of-year plan assets
$56,779,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241011093442NAL0038325568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,779,952
Total liabilities (EOY)
$0
Net assets (EOY)
$56,779,952
Net assets (BOY)
$51,425,341

Income & contributions

Employer contributions
$1,537,771
Participant contributions
$1,314,215
Total contributions
$3,030,098
Total income / additions
$12,034,742

Expenses & distributions

Benefits paid
$6,556,788
Administrative expenses
$123,343
Total expenses
$6,680,131
Net increase / (decrease)
$5,354,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$111,143not reported in the loaded dataset2023
Brink, Key Chludzinski, P.C.AUDITOR$12,200not reported in the loaded dataset2023

Related Form 5500 pages