Aspen Skilled Healthcare 401(K) Plan — Form 5500 plan (Aspen Skilled Healthcare, 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, Aspen Skilled Healthcare 401(K) Plan is a benefit plan reported by Aspen Skilled Healthcare, Inc. under EIN 80-0438787 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,660 participants and $28,405,226 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aspen Skilled Healthcare, Inc.
EIN
80-0438787
Plan number
001
Plan type
2
Location
Laguna Niguel, CA
Latest filing year
2023
Participants
3,660
End-of-year plan assets
$28,405,226

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,660H, C20240924162927NAL0017946240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,405,226
Total liabilities (EOY)
$0
Net assets (EOY)
$28,405,226
Net assets (BOY)
$20,524,151

Income & contributions

Employer contributions
$300,529
Participant contributions
$4,693,425
Total contributions
$6,332,517
Total income / additions
$10,267,906

Expenses & distributions

Benefits paid
$1,963,604
Administrative expenses
$207,697
Total expenses
$2,386,831
Net increase / (decrease)
$7,881,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth AdvisorsREGISTERED INVESTMENT ADV$48,550not reported in the loaded dataset2023

Related Form 5500 pages