Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Links Healthcare Group 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, Links Healthcare Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Links Healthcare Group LLC under EIN 81-5173265 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,658 participants and $8,644,234 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.6MPlan net assets, end of year$8,644,234
Participants3.7KCovered participants reported3,658
Assets / participant$2.4KComputed: assets ÷ participants$2,363 (computed)
Provider compensation$52.5K4 Schedule C provider row(s)$52,478
- Plan sponsor
- Links Healthcare Group LLC
- EIN
- 81-5173265
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,658 | H, C | 20241015065451NAL0015925683001 |
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,644,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,644,234
- Net assets (BOY)
- $3,230,493
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,882,558
- Total contributions
- $4,831,796
- Total income / additions
- $5,548,919
Expenses & distributions
- Benefits paid
- $434,194
- Administrative expenses
- $59,395
- Total expenses
- $493,589
- Net increase / (decrease)
- $5,055,330
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $18,648 | not reported in the loaded dataset | 2023 |
| The Partners Wealth Management, LLC | ADVISOR | $16,944 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $11,250 | not reported in the loaded dataset | 2023 |
| Financial Sense Advisors, Inc. | ADVISOR | $5,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Links Healthcare Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Paychex, Inc. — Schedule C compensation
- The Partners Wealth Management, LLC — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Financial Sense Advisors, Inc. — Schedule C compensation