Peach Tree Healthcare Retirement Plan — Form 5500 plan (Peach Tree Healthcare)
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, Peach Tree Healthcare Retirement Plan is a benefit plan reported by Peach Tree Healthcare under EIN 68-0371679 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $2,092,824 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.1MPlan net assets, end of year$2,092,824
Participants171Covered participants reported
Assets / participant$12.2KComputed: assets ÷ participants$12,239 (computed)
Provider compensation$10.5K1 Schedule C provider row(s)$10,478
- Plan sponsor
- Peach Tree Healthcare
- EIN
- 68-0371679
- Plan number
- 001
- Plan type
- 2
- Location
- Marysville, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240916100412NAL0001382161001 |
Schedule H · 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)$2.1M total assets
Net assets$2.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,092,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,092,824
- Net assets (BOY)
- $1,824,585
Income & contributions
- Total contributions
- $0
- Total income / additions
- $325,781
Expenses & distributions
- Benefits paid
- $44,586
- Administrative expenses
- $12,956
- Total expenses
- $57,542
- Net increase / (decrease)
- $268,239
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.
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $10,383 | $95 | 2023 |