Adapthealth 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Adapthealth, 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, Adapthealth 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Adapthealth, LLC under EIN 45-5553972 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,739 participants and $130,753,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adapthealth, LLC
EIN
45-5553972
Plan number
001
Plan type
2
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
11,739
End-of-year plan assets
$130,753,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,739H, C20240813080409NAL0010310369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,753,731
Total liabilities (EOY)
$0
Net assets (EOY)
$130,753,731
Net assets (BOY)
$98,984,407

Income & contributions

Employer contributions
$5,185,976
Participant contributions
$20,155,272
Total contributions
$29,222,614
Total income / additions
$47,330,700

Expenses & distributions

Benefits paid
$17,405,440
Administrative expenses
$356,055
Total expenses
$18,307,560
Net increase / (decrease)
$29,023,140

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$278,055$02023
Creative Planning LLCADVISOR$58,500not reported in the loaded dataset2023
Lockton Investment AdvisorsADVISOR$19,500not reported in the loaded dataset2023

Related Form 5500 pages