Imperial Health 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Imperial Health)
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, Imperial Health 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Imperial Health under EIN 72-1005645 and plan number 002. The latest loaded filing year is 2023. The filing reports 377 participants and $38,813,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imperial Health
- EIN
- 72-1005645
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $38,813,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241010092829NAL0019868353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,813,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,813,074
- Net assets (BOY)
- $31,280,003
Income & contributions
- Employer contributions
- $1,522,934
- Participant contributions
- $1,416,542
- Total contributions
- $4,297,686
- Total income / additions
- $9,759,963
Expenses & distributions
- Benefits paid
- $2,136,775
- Administrative expenses
- $90,117
- Total expenses
- $2,226,892
- Net increase / (decrease)
- $7,533,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $41,067 | $0 | 2023 |
| Gwm Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Thibodaux Hebert Deshotels Leblanc, | NONE | $18,627 | not reported in the loaded dataset | 2023 |