Pel Healthcare, LLC 401(K) Plan — Form 5500 plan (Pel Healthcare, 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, Pel Healthcare, LLC 401(K) Plan is a benefit plan reported by Pel Healthcare, LLC under EIN 47-2382689 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $18,366,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pel Healthcare, LLC
EIN
47-2382689
Plan number
001
Plan type
2
Location
Sellersville, PA
Latest filing year
2023
Participants
235
End-of-year plan assets
$18,366,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241003055200NAL0016985520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,366,593
Total liabilities (EOY)
$0
Net assets (EOY)
$18,366,593
Net assets (BOY)
$16,604,776

Income & contributions

Employer contributions
$444,364
Participant contributions
$1,235,440
Total contributions
$2,120,941
Total income / additions
$4,639,881

Expenses & distributions

Benefits paid
$2,795,750
Administrative expenses
$51,660
Total expenses
$2,878,064
Net increase / (decrease)
$1,761,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$34,446$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$17,079$02023

Related Form 5500 pages