The Grand Healthcare System 401(K) Plan — Form 5500 plan (Strauss Ventures, LLC D/B/A The Grand Healthcare System)

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, The Grand Healthcare System 401(K) Plan is a benefit plan reported by Strauss Ventures, LLC D/B/A The Grand Healthcare System under EIN 47-1594822 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,825 participants and $12,557,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strauss Ventures, LLC D/B/A The Grand Healthcare System
EIN
47-1594822
Plan number
001
Plan type
3
Location
Valley Stream, NY
Latest filing year
2023
Participants
2,825
End-of-year plan assets
$12,557,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,825H, C20241212180329NAL0007995683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,557,925
Total liabilities (EOY)
$0
Net assets (EOY)
$12,557,925
Net assets (BOY)
$9,608,682

Income & contributions

Employer contributions
$482,284
Participant contributions
$1,696,870
Total contributions
$2,644,556
Total income / additions
$4,352,597

Expenses & distributions

Benefits paid
$1,271,785
Administrative expenses
$87,813
Total expenses
$1,403,354
Net increase / (decrease)
$2,949,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$54,654$02023
Procyon Advisors LLCADVISOR$33,159not reported in the loaded dataset2023

Related Form 5500 pages