National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (National Healthcare Assoc 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, National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by National Healthcare Assoc Inc under EIN 65-0282999 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $2,584,159 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,584,159
Participants5Covered participants reported
Assets / participant$516.8KComputed: assets ÷ participants$516,832 (computed)
Provider compensationNone reported
Plan sponsor
National Healthcare Assoc Inc
EIN
65-0282999
Plan number
001
Plan type
2
Location
Coral Gables, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$397.6K
Total expenses$102K
Benefits paid / distributions$95.6K
Contributions
Employer$11.2K
Participant$14.7K
Full reported line items

Net assets

Total assets (EOY)
$2,584,159
Total liabilities (EOY)
$0
Net assets (EOY)
$2,584,159
Net assets (BOY)
$2,288,581

Income & contributions

Employer contributions
$11,178
Participant contributions
$14,679
Total income / additions
$397,603

Expenses & distributions

Benefits paid
$95,596
Administrative expenses
$6,429
Total expenses
$102,025
Net increase / (decrease)
$295,578
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust?
National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust is reported as sponsored by National Healthcare Assoc Inc (EIN 65-0282999, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust report?
National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust reports 5 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust?
National Healthcare Assoc Inc 401(K) Profit Sharing Plan & Trust reports $2,584,159 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages